Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
2.31%
6 Months
7.44%
2.53%
1 Year
14.27%
6.47%
3 Years
13.32%
7.48%
5 Years
10.94%
—
Since Inception
15.43%
8.12%
Fund Age
5 yrs 4 mo
3 yrs 3 mo
AUM
₹21.45 Cr
₹32.76 Cr
Alpha – 1 Year
9.55%
−0.39%
Alpha – 3 Years
1.23%
−3.56%
Information Ratio – 3 Years
0.37
-0.35
Volatility – 1 Year
12.68%
5.60%
Volatility – 3 Years
17.36%
5.15%
Beta – 1 Year
0.58
0.43
Beta – 3 Years
0.73
0.49
Sharpe Ratio – 1 Year
0.70
0.22
Sharpe Ratio – 3 Years
0.70
0.41
Worst Rolling Year
12.64%
6.82%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
—
Number of Stocks
—
—
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%
—
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
—
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%