Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
4.29%
6 Months
7.44%
2.17%
1 Year
14.27%
7.07%
3 Years
13.32%
15.12%
5 Years
10.94%
—
Since Inception
15.43%
19.80%
Fund Age
5 yrs 4 mo
7 yrs 3 mo
AUM
₹21.45 Cr
₹7.19 Cr
Alpha – 1 Year
9.55%
7.50%
Alpha – 3 Years
1.23%
6.56%
Information Ratio – 3 Years
0.37
1.22
Volatility – 1 Year
12.68%
19.38%
Volatility – 3 Years
17.36%
16.31%
Beta – 1 Year
0.58
1.18
Beta – 3 Years
0.73
1.13
Sharpe Ratio – 1 Year
0.70
0.17
Sharpe Ratio – 3 Years
0.70
0.62
Worst Rolling Year
12.64%
14.31%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−26.06%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –