PMS · Equity · Multi Asset
Qode Tactical Fund
Fund size₹44 Cr
IRRSince inception14.12%
1Y return18.83%
Fund age1 yr 9 mo
Fund Manager
Growth of₹Cr
Qode Tactical
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Qode Tactical | 13.31% | 18.83% | — | — | — | 14.12% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 2.48% |
| Excess over benchmark | 14.33% | 14.11% | — | — | — | 11.64% |
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
9.92%
Benchmark approx 15.87%
A standard deviation reflecting historical swings.
Sensitivity
0.25
Beta vs benchmark 1.00 · 75% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.27
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −6.12%, and recovered on 08 Apr 2026.
Max drawdowns
−6.12%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −6.12% | – | 08 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−6.12%
Fell over–
Recovered08 Apr 2026
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
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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