Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.12%
6 Months
7.44%
20.18%
1 Year
14.27%
17.30%
3 Years
13.32%
18.32%
5 Years
10.94%
—
Since Inception
15.43%
21.17%
Fund Age
5 yrs 4 mo
3 yrs 2 mo
AUM
₹21.45 Cr
₹171.55 Cr
Alpha – 1 Year
9.55%
12.58%
Alpha – 3 Years
1.23%
6.23%
Information Ratio – 3 Years
0.37
0.82
Volatility – 1 Year
12.68%
24.39%
Volatility – 3 Years
17.36%
21.61%
Beta – 1 Year
0.58
1.30
Beta – 3 Years
0.73
1.25
Sharpe Ratio – 1 Year
0.70
0.55
Sharpe Ratio – 3 Years
0.70
0.70
Worst Rolling Year
12.64%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−26.06%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
L 4% · M 4% · S 88%
Number of Stocks
—
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%