PMS · Equity · Small Cap
Qode Future Horizons
Fund size₹3 Cr
IRRSince inception-3.00%
1Y return12.92%
Fund age17 mo
Fund Manager
Growth of₹Cr
Qode Future Horizons
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Qode Future Horizons | 19.31% | 12.92% | — | — | — | −3.00% |
| Nifty 500 | −4.81% | 3.64% | — | — | — | 1.62% |
| Excess over benchmark | 24.12% | 9.28% | — | — | — | −4.62% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Apr 2026.
Risk : What you take on to earn the return
Volatility
31.73%
Benchmark approx 16.53%
A standard deviation reflecting historical swings.
Sensitivity
0.96
Beta vs benchmark 1.00 · 4% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.35
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −28.06%. It has not yet recovered.
Max drawdowns
−28.06%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −28.06% | – | – | – |
| Benchmark | 30 Apr 2025 | 30 Mar 2026 | −14.69% | 334 days | – | – |
Scheme
Peak–
Trough–
Depth−28.06%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak30 Apr 2025
Trough30 Mar 2026
Depth−14.69%
Fell over334 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 30 Apr 2026
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.
PerformancePlan A · Shared upsideFixed Management Fee0.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
PerformancePlan B · Shared upsideFixed Management Fee2.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 0%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee0% of profit
Hurdle RateAbove 0%
No exit load. Lock-in: Nil.
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