Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Alliance
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%
1.80%
6 Months
7.44%
2.80%
1 Year
14.27%
4.89%
3 Years
13.32%
12.23%
5 Years
10.94%
10.64%
Since Inception
15.43%
8.93%
Fund Age
5 yrs 4 mo
12 yrs
AUM
₹21.45 Cr
₹134.76 Cr
Alpha – 1 Year
9.55%
−1.08%
Alpha – 3 Years
1.23%
1.34%
Information Ratio – 3 Years
0.37
0.07
Volatility – 1 Year
12.68%
10.79%
Volatility – 3 Years
17.36%
9.62%
Beta – 1 Year
0.58
1.04
Beta – 3 Years
0.73
1.10
Sharpe Ratio – 1 Year
0.70
-0.01
Sharpe Ratio – 3 Years
0.70
0.69
Worst Rolling Year
12.64%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−26.06%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
17.49%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –