Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Tamohara - Q Strategy
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%
−0.46%
6 Months
7.44%
6.77%
1 Year
14.27%
7.38%
3 Years
13.32%
9.03%
5 Years
10.94%
—
Since Inception
15.43%
10.29%
Fund Age
5 yrs 4 mo
4 yrs 2 mo
AUM
₹21.45 Cr
₹9.69 Cr
Alpha – 1 Year
9.55%
7.73%
Alpha – 3 Years
1.23%
0.04%
Information Ratio – 3 Years
0.37
0.09
Volatility – 1 Year
12.68%
17.08%
Volatility – 3 Years
17.36%
16.18%
Beta – 1 Year
0.58
0.95
Beta – 3 Years
0.73
1.08
Sharpe Ratio – 1 Year
0.70
0.20
Sharpe Ratio – 3 Years
0.70
0.33
Worst Rolling Year
12.64%
7.39%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 28% · S 62%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –