PMS · Equity · Large & Mid Cap
QED Capital - Core Equity
Fund size₹11 Cr
IRRSince inception2.29%
1Y return2.63%
Fund age16 mo
Fund Manager
Growth of₹Cr
QED Capital Core Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| QED Capital Core Equity | −6.99% | 2.63% | — | — | — | 2.29% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 8.53% |
| Excess over benchmark | −5.97% | −2.09% | — | — | — | −6.24% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
13.82%
Benchmark approx 15.77%
A standard deviation reflecting historical swings.
Sensitivity
0.65
Beta vs benchmark 1.00 · 35% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.12
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −13.29%. It has not yet recovered.
Max drawdowns
−13.29%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −13.29% | – | – | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−13.29%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap47.19%
Mid cap37.65%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee–
Performance FeeNone
Hurdle RateAbove 7%
PerformancePlan C · SimpleFixed Management Fee–
Performance FeeNone
Hurdle RateAbove 20%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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