Alphabets
Investment Strategy
Investment Approach
Alpha-Bets employs a systematic investment approach that integrates sustained momentum, volatility patterns, and trend identification. This methodology is designed to mitigate common cognitive biases in investment decision-making. Investment portfolios are exclusively comprised of equities that satisfy our stringent stock selection criteria. Our investment and execution activities are governed by well-defined and disciplined processes.
Investment Objective
QED Capital operates as a quantitative asset management firm dedicated to wealth enhancement for its clientele. The firm employs a long-term, disciplined, and transparent investment philosophy rooted in a rules-based methodology. The investment objective of AlphaBets is to achieve sustained capital appreciation while mitigating volatility and drawdown through an actively managed equity portfolio.
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%
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)