Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
7.67%
6 Months
7.44%
27.70%
1 Year
14.27%
47.52%
3 Years
13.32%
23.98%
5 Years
10.94%
15.87%
Since Inception
15.43%
18.55%
Fund Age
5 yrs 4 mo
16 yrs 2 mo
AUM
₹21.45 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.55%
42.80%
Alpha – 3 Years
1.23%
11.89%
Information Ratio – 3 Years
0.37
1.12
Volatility – 1 Year
12.68%
28.29%
Volatility – 3 Years
17.36%
20.76%
Beta – 1 Year
0.58
1.36
Beta – 3 Years
0.73
1.07
Sharpe Ratio – 1 Year
0.70
1.33
Sharpe Ratio – 3 Years
0.70
0.99
Worst Rolling Year
12.64%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−26.06%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.49%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%