Portfolio Management Services (PMS)Compare Schemes
QED Capital - Alphabets vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
QED Capital - Alphabets
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.42%
6 Months
7.44%
2.89%
1 Year
14.27%
2.59%
3 Years
13.32%
10.39%
5 Years
10.94%
8.86%
Since Inception
15.43%
11.13%
Fund Age
5 yrs 4 mo
5 yrs 6 mo
AUM
₹21.45 Cr
₹63.54 Cr
Alpha – 1 Year
9.55%
−0.39%
Alpha – 3 Years
1.23%
−1.50%
Information Ratio – 3 Years
0.37
-0.34
Volatility – 1 Year
12.68%
16.68%
Volatility – 3 Years
17.36%
13.79%
Beta – 1 Year
0.58
0.95
Beta – 3 Years
0.73
0.88
Sharpe Ratio – 1 Year
0.70
-0.09
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
12.64%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 28% · S 62%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%