Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.42%
6 Months
10.76%
15.63%
1 Year
8.14%
0.27%
3 Years
7.76%
12.69%
5 Years
10.03%
8.81%
Since Inception
11.69%
15.48%
Fund Age
6 yrs 8 mo
18 yrs 10 mo
AUM
₹87.23 Cr
₹406.27 Cr
Alpha – 1 Year
8.57%
−4.45%
Alpha – 3 Years
−0.81%
0.61%
Information Ratio – 3 Years
0.02
0.21
Volatility – 1 Year
23.09%
22.89%
Volatility – 3 Years
18.26%
19.09%
Beta – 1 Year
1.29
1.13
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.21
-0.11
Sharpe Ratio – 3 Years
0.22
0.45
Worst Rolling Year
6.59%
-10.83%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
−25.42%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
13.94%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 28% · M 26% · S 45%
Number of Stocks
41
29
Portfolio P/E
25.23
38.78
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
1% / 0% / 0%