Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
7.44%
9.86%
1 Year
14.27%
32.16%
3 Years
13.32%
19.13%
5 Years
10.94%
12.16%
Since Inception
15.43%
16.12%
Fund Age
5 yrs 4 mo
5 yrs 10 mo
AUM
₹21.45 Cr
₹170.31 Cr
Alpha – 1 Year
9.55%
27.44%
Alpha – 3 Years
1.23%
7.04%
Information Ratio – 3 Years
0.37
0.58
Volatility – 1 Year
12.68%
17.07%
Volatility – 3 Years
17.36%
17.73%
Beta – 1 Year
0.58
0.65
Beta – 3 Years
0.73
0.86
Sharpe Ratio – 1 Year
0.70
1.42
Sharpe Ratio – 3 Years
0.70
0.79
Worst Rolling Year
12.64%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−26.06%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.49%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%