Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
1.32%
6 Months
7.44%
3.83%
1 Year
14.27%
9.77%
3 Years
13.32%
13.19%
5 Years
10.94%
12.01%
Since Inception
15.43%
14.38%
Fund Age
5 yrs 4 mo
6 yrs 8 mo
AUM
₹21.45 Cr
₹42.66 Cr
Alpha – 1 Year
9.55%
3.80%
Alpha – 3 Years
1.23%
2.30%
Information Ratio – 3 Years
0.37
0.23
Volatility – 1 Year
12.68%
15.84%
Volatility – 3 Years
17.36%
12.64%
Beta – 1 Year
0.58
1.56
Beta – 3 Years
0.73
1.48
Sharpe Ratio – 1 Year
0.70
0.32
Sharpe Ratio – 3 Years
0.70
0.70
Worst Rolling Year
12.64%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.06%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%