Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Flexi Cap
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%
4.94%
6 Months
7.44%
11.49%
1 Year
14.27%
3.89%
3 Years
13.32%
8.19%
5 Years
10.94%
11.02%
Since Inception
15.43%
10.97%
Fund Age
5 yrs 4 mo
13 yrs 8 mo
AUM
₹21.45 Cr
₹360.51 Cr
Alpha – 1 Year
9.55%
0.91%
Alpha – 3 Years
1.23%
−3.69%
Information Ratio – 3 Years
0.37
-0.18
Volatility – 1 Year
12.68%
23.04%
Volatility – 3 Years
17.36%
19.34%
Beta – 1 Year
0.58
1.26
Beta – 3 Years
0.73
1.17
Sharpe Ratio – 1 Year
0.70
0.04
Sharpe Ratio – 3 Years
0.70
0.30
Worst Rolling Year
12.64%
-8.10%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−26.06%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
17.49%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%