Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
6.42%
6 Months
−4.38%
15.63%
1 Year
−4.58%
0.27%
3 Years
4.80%
12.69%
5 Years
3.85%
8.81%
Since Inception
17.02%
15.48%
Fund Age
25 yrs 6 mo
18 yrs 10 mo
AUM
₹724.64 Cr
₹406.27 Cr
Alpha – 1 Year
−7.56%
−4.45%
Alpha – 3 Years
−7.08%
0.61%
Information Ratio – 3 Years
-1.30
0.21
Volatility – 1 Year
16.92%
22.89%
Volatility – 3 Years
16.49%
19.09%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
-0.52
-0.11
Sharpe Ratio – 3 Years
0.04
0.45
Worst Rolling Year
-12.59%
-10.83%
Value at Worst Rolling Year
₹0.87 Cr
₹0.89 Cr
Deepest Drawdown
−23.98%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
91.19%
Median Rolling Year
15.09%
17.32%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 28% · M 26% · S 45%
Number of Stocks
22
29
Portfolio P/E
32.63
38.78
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%