Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
7.44%
13.10%
1 Year
14.27%
18.11%
3 Years
13.32%
14.56%
5 Years
10.94%
8.71%
Since Inception
15.43%
13.67%
Fund Age
5 yrs 4 mo
11 yrs 2 mo
AUM
₹21.45 Cr
₹138.06 Cr
Alpha – 1 Year
9.55%
18.46%
Alpha – 3 Years
1.23%
5.57%
Information Ratio – 3 Years
0.37
0.62
Volatility – 1 Year
12.68%
22.83%
Volatility – 3 Years
17.36%
16.72%
Beta – 1 Year
0.58
1.29
Beta – 3 Years
0.73
1.00
Sharpe Ratio – 1 Year
0.70
0.61
Sharpe Ratio – 3 Years
0.70
0.55
Worst Rolling Year
12.64%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−26.06%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
17.49%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%