Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.29%
6 Months
7.44%
14.68%
1 Year
14.27%
11.65%
3 Years
13.32%
7.09%
5 Years
10.94%
8.41%
Since Inception
15.43%
10.45%
Fund Age
5 yrs 4 mo
10 yrs 5 mo
AUM
₹21.45 Cr
₹24.48 Cr
Alpha – 1 Year
9.55%
12.00%
Alpha – 3 Years
1.23%
−1.90%
Information Ratio – 3 Years
0.37
-0.12
Volatility – 1 Year
12.68%
20.48%
Volatility – 3 Years
17.36%
16.32%
Beta – 1 Year
0.58
1.11
Beta – 3 Years
0.73
1.00
Sharpe Ratio – 1 Year
0.70
0.36
Sharpe Ratio – 3 Years
0.70
0.15
Worst Rolling Year
12.64%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−26.06%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
17.49%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –