Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
7.44%
7.38%
1 Year
14.27%
6.08%
3 Years
13.32%
8.22%
5 Years
10.94%
7.99%
Since Inception
15.43%
12.63%
Fund Age
5 yrs 4 mo
9 yrs 9 mo
AUM
₹21.45 Cr
₹145.75 Cr
Alpha – 1 Year
9.55%
1.36%
Alpha – 3 Years
1.23%
−3.87%
Information Ratio – 3 Years
0.37
-0.60
Volatility – 1 Year
12.68%
20.08%
Volatility – 3 Years
17.36%
16.27%
Beta – 1 Year
0.58
1.12
Beta – 3 Years
0.73
1.00
Sharpe Ratio – 1 Year
0.70
0.13
Sharpe Ratio – 3 Years
0.70
0.24
Worst Rolling Year
12.64%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−26.06%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.49%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%