QED Capital - Alphabets

QED Capital Advisors LLP
SMALL AND MID CAP

18

Out of 29*
Compare
Share

Portfolio age 3 years, 11 months

-5.16%

-7.74%

Hurdle Rate** 7.00%

Fixed fee 1.00%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Apr 1, 2021

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

7.00%

Profit Sharing

20% Profit Sharing over 7% Hurdle

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QED Capital is a quant driven asset management firm focused on growing wealth for investors through a long term, disciplined and transparent rules based investing approach. AlphaBets investment objective is to generate long-term capital growth with lower volatilty and drawdown from an actively managed portfolio of equities

Investment Approach

Alpha-Bets’ investing methodology is to blend long term measures of momentum, volatility and trend in a systematic manner and avoid common Behavioral Biases. Portfolio only includes those stocks which conform to our strict stock selection filters. Our actions are guided by robust and disciplined investment and execution processes.