Portfolio Management Services (PMS)Compare Schemes
Qode Growth Fund vs Valcreate Recovery Strategy
Add SchemeGrowth of ₹1 Crore
Qode Growth Fund
Valcreate Recovery Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.02%
8.44%
6 Months
37.52%
34.55%
1 Year
28.99%
23.09%
3 Years
—
—
5 Years
—
—
Since Inception
31.88%
20.88%
Fund Age
17 mo
14 mo
AUM
₹82.04 Cr
₹1.34 Cr
Alpha – 1 Year
24.27%
18.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.27%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.69
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.98
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
30
—
Portfolio P/E
23.38
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%