Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.25%
2.21%
6 Months
7.44%
21.04%
1 Year
14.27%
21.34%
3 Years
13.32%
19.08%
5 Years
10.94%
23.67%
Since Inception
15.43%
—
Fund Age
5 yrs 4 mo
6 yrs 4 mo
AUM
₹21.45 Cr
₹364.08 Cr
Alpha – 1 Year
9.55%
21.69%
Alpha – 3 Years
1.23%
10.08%
Information Ratio – 3 Years
0.37
0.52
Volatility – 1 Year
12.68%
32.28%
Volatility – 3 Years
17.36%
28.08%
Beta – 1 Year
0.58
1.47
Beta – 3 Years
0.73
1.60
Sharpe Ratio – 1 Year
0.70
0.58
Sharpe Ratio – 3 Years
0.70
0.57
Worst Rolling Year
12.64%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−26.06%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
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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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%