Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Tamohara - TRUFFLE
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%
8.72%
6 Months
7.44%
28.59%
1 Year
14.27%
28.02%
3 Years
13.32%
18.67%
5 Years
10.94%
17.18%
Since Inception
15.43%
20.03%
Fund Age
5 yrs 4 mo
5 yrs 4 mo
AUM
₹21.45 Cr
₹221.27 Cr
Alpha – 1 Year
9.55%
28.37%
Alpha – 3 Years
1.23%
9.68%
Information Ratio – 3 Years
0.37
0.87
Volatility – 1 Year
12.68%
22.32%
Volatility – 3 Years
17.36%
17.88%
Beta – 1 Year
0.58
1.03
Beta – 3 Years
0.73
0.95
Sharpe Ratio – 1 Year
0.70
0.99
Sharpe Ratio – 3 Years
0.70
0.81
Worst Rolling Year
12.64%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−26.06%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –