Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
6.42%
6 Months
−1.27%
15.63%
1 Year
2.67%
0.27%
3 Years
6.64%
12.69%
5 Years
7.83%
8.81%
Since Inception
10.74%
15.48%
Fund Age
8 yrs 1 mo
18 yrs 10 mo
AUM
₹495.64 Cr
₹406.27 Cr
Alpha – 1 Year
−0.31%
−4.45%
Alpha – 3 Years
−5.24%
0.61%
Information Ratio – 3 Years
-0.72
0.21
Volatility – 1 Year
17.10%
22.89%
Volatility – 3 Years
16.45%
19.09%
Beta – 1 Year
0.95
1.13
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.08
-0.11
Sharpe Ratio – 3 Years
0.14
0.45
Worst Rolling Year
6.09%
-10.83%
Value at Worst Rolling Year
₹1.06 Cr
₹0.89 Cr
Deepest Drawdown
−22.30%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
14.93%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 28% · M 26% · S 45%
Number of Stocks
26
29
Portfolio P/E
31.96
38.78
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%