Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
1.47%
6 Months
7.44%
5.42%
1 Year
14.27%
9.64%
3 Years
13.32%
10.36%
5 Years
10.94%
7.75%
Since Inception
15.43%
11.08%
Fund Age
5 yrs 4 mo
9 yrs 11 mo
AUM
₹21.45 Cr
₹66.05 Cr
Alpha – 1 Year
9.55%
9.99%
Alpha – 3 Years
1.23%
1.36%
Information Ratio – 3 Years
0.37
0.51
Volatility – 1 Year
12.68%
17.05%
Volatility – 3 Years
17.36%
14.23%
Beta – 1 Year
0.58
1.05
Beta – 3 Years
0.73
1.00
Sharpe Ratio – 1 Year
0.70
0.31
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
12.64%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−26.06%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
17.49%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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