Portfolio Management Services (PMS)Compare Schemes
QED Capital - Core Equity vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
QED Capital - Core Equity
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.59%
0.30%
6 Months
−7.48%
26.99%
1 Year
2.63%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
2.29%
35.84%
Fund Age
16 mo
4 yrs 3 mo
AUM
₹10.89 Cr
₹521.91 Cr
Alpha – 1 Year
−2.09%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.82%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.65
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.12
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−13.29%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 38%
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
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%
—
Top Sectors
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—