Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Shriram LEAPS
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%
4.25%
6 Months
7.44%
−2.25%
1 Year
14.27%
13.70%
3 Years
13.32%
—
5 Years
10.94%
—
Since Inception
15.43%
13.96%
Fund Age
5 yrs 4 mo
18 mo
AUM
₹21.45 Cr
₹0.37 Cr
Alpha – 1 Year
9.55%
14.05%
Alpha – 3 Years
1.23%
—
Information Ratio – 3 Years
0.37
—
Volatility – 1 Year
12.68%
17.89%
Volatility – 3 Years
17.36%
—
Beta – 1 Year
0.58
0.96
Beta – 3 Years
0.73
—
Sharpe Ratio – 1 Year
0.70
0.51
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.06%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
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Number of Stocks
—
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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