Alphabets
Investment Strategy
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.
Investment Objective
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
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 1.74% | -0.24% | 1.98% |
| 3 MONTHS | 6.42% | 5.02% | 1.40% |
| 6 MONTHS | 2.22% | 1.63% | 0.59% |
| 1 YEAR | -3.13% | 7.63% | -10.76% |
| 2 YEAR | 9.19% | 11.64% | -2.45% |
| 3 YEAR | 18.22% | 16.40% | 1.82% |
| 5 YEAR | 16.48% | 16.82% | -0.34% |
| SINCE INCEPTION | 16.46% | 15.69% | 0.77% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -3.13% |
| CY 2024 | 23.10% |
| CY 2023 | 38.59% |
| CY 2022 | -3.06% |
| CY 2021 | 36.60% |
| CY 2020 | 2.95% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 11.64% |
| FY 25 | 5.07% |
| FY 24 | 43.37% |
| FY 23 | 2.75% |
| FY 22 | 19.36% |
| FY 21 | 12.06% |
| FY 20 | -4.98% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 1%
Variable Fee
AMC: No Option
Hurdle: 7.00%
Profit Sharing: 20% Profit Sharing over 7% Hurdle
Exit Load
Year 1: 3%
Year 2: 2%
Year 3: 1%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Affluense AI – Smarter Insights. Stronger Relationships with Affluents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)