Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.59%
0.18%
6 Months
−7.48%
10.94%
1 Year
2.63%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
2.29%
27.03%
Fund Age
16 mo
5 yrs 11 mo
AUM
₹10.89 Cr
₹298.71 Cr
Alpha – 1 Year
−2.09%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
13.82%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.65
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
-0.12
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.29%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 38%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%