Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Right Horizons - Super Value Fund
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%
3.00%
6 Months
7.44%
20.83%
1 Year
14.27%
12.18%
3 Years
13.32%
13.97%
5 Years
10.94%
17.12%
Since Inception
15.43%
15.75%
Fund Age
5 yrs 4 mo
13 yrs 8 mo
AUM
₹21.45 Cr
₹205.48 Cr
Alpha – 1 Year
9.55%
9.20%
Alpha – 3 Years
1.23%
2.09%
Information Ratio – 3 Years
0.37
0.40
Volatility – 1 Year
12.68%
27.53%
Volatility – 3 Years
17.36%
22.15%
Beta – 1 Year
0.58
1.45
Beta – 3 Years
0.73
1.20
Sharpe Ratio – 1 Year
0.70
0.35
Sharpe Ratio – 3 Years
0.70
0.55
Worst Rolling Year
12.64%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−26.06%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
17.49%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 7% · M 28% · S 62%
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%