Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Perennial
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%
−0.19%
6 Months
7.44%
11.46%
1 Year
14.27%
8.21%
3 Years
13.32%
12.09%
5 Years
10.94%
11.81%
Since Inception
15.43%
13.34%
Fund Age
5 yrs 4 mo
5 yrs 3 mo
AUM
₹21.45 Cr
₹34.29 Cr
Alpha – 1 Year
9.55%
5.23%
Alpha – 3 Years
1.23%
0.21%
Information Ratio – 3 Years
0.37
0.17
Volatility – 1 Year
12.68%
24.84%
Volatility – 3 Years
17.36%
21.42%
Beta – 1 Year
0.58
1.25
Beta – 3 Years
0.73
1.08
Sharpe Ratio – 1 Year
0.70
0.21
Sharpe Ratio – 3 Years
0.70
0.49
Worst Rolling Year
12.64%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%