Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.59%
2.93%
6 Months
−7.48%
1.59%
1 Year
2.63%
25.48%
3 Years
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—
5 Years
—
—
Since Inception
2.29%
30.29%
Fund Age
16 mo
18 mo
AUM
₹10.89 Cr
₹0.8 Cr
Alpha – 1 Year
−2.09%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.82%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.65
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.12
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.29%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 38%
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Number of Stocks
—
—
Portfolio P/E
—
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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