Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.59%
4.79%
6 Months
−7.48%
13.10%
1 Year
2.63%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
2.29%
13.67%
Fund Age
16 mo
11 yrs 2 mo
AUM
₹10.89 Cr
₹138.06 Cr
Alpha – 1 Year
−2.09%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
13.82%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
0.65
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.12
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−13.29%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 38%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%