Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.59%
3.12%
6 Months
−7.48%
8.08%
1 Year
2.63%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
2.29%
19.84%
Fund Age
16 mo
6 yrs 11 mo
AUM
₹10.89 Cr
₹3.18 Cr
Alpha – 1 Year
−2.09%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
13.82%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
0.65
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.12
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.29%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 38%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –