Portfolio Management Services (PMS)Compare Schemes
Qode Tactical Fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Qode Tactical Fund
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.29%
6 Months
5.25%
2.17%
1 Year
18.83%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
14.12%
19.80%
Fund Age
1 yr 9 mo
7 yrs 3 mo
AUM
₹44.15 Cr
₹7.19 Cr
Alpha – 1 Year
14.11%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
9.92%
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
0.25
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.27
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−6.12%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
—
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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%
2% / 1% / –