Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Vansh Equity Master Approach
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Vansh Equity Master Approach
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
2.59%
0.54%
6 Months
−7.48%
7.18%
1 Year
2.63%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.29%
7.18%
Fund Age
16 mo
6 mo
AUM
₹10.89 Cr
₹0.39 Cr
Alpha – 1 Year
−2.09%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.82%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.65
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.12
—
Sharpe Ratio – 3 Years
—
—
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%
—
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%
ICICI Pru Technology Fund - Direct (G) · 10.97%
ICICI Pru Banking & Financial Services - Dir (G) · 10.46%
ICICI Pru FMCG Fund - Direct (G) · 9.51%
Aditya Birla SL Small Cap Fund - Direct (G) · 6.70%
LIC MF Manufacturing Fund - Direct (G) · 6.70%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
—
Fixed Fee
1.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%