Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.59%
1.80%
6 Months
−7.48%
2.80%
1 Year
2.63%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
2.29%
8.93%
Fund Age
16 mo
12 yrs
AUM
₹10.89 Cr
₹134.76 Cr
Alpha – 1 Year
−2.09%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
13.82%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
0.65
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.12
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.29%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 38%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –