Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
7.44%
8.08%
1 Year
14.27%
10.16%
3 Years
13.32%
15.60%
5 Years
10.94%
—
Since Inception
15.43%
19.84%
Fund Age
5 yrs 4 mo
6 yrs 11 mo
AUM
₹21.45 Cr
₹3.18 Cr
Alpha – 1 Year
9.55%
7.18%
Alpha – 3 Years
1.23%
3.72%
Information Ratio – 3 Years
0.37
0.60
Volatility – 1 Year
12.68%
19.93%
Volatility – 3 Years
17.36%
18.09%
Beta – 1 Year
0.58
1.12
Beta – 3 Years
0.73
1.14
Sharpe Ratio – 1 Year
0.70
0.31
Sharpe Ratio – 3 Years
0.70
0.60
Worst Rolling Year
12.64%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−26.06%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –