Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
6.28%
6 Months
10.76%
16.32%
1 Year
8.14%
11.67%
3 Years
7.76%
19.26%
5 Years
10.03%
13.96%
Since Inception
11.69%
16.00%
Fund Age
6 yrs 8 mo
12 yrs
AUM
₹87.23 Cr
₹725.3 Cr
Alpha – 1 Year
8.57%
6.95%
Alpha – 3 Years
−0.81%
7.18%
Information Ratio – 3 Years
0.02
0.87
Volatility – 1 Year
23.09%
21.97%
Volatility – 3 Years
18.26%
19.77%
Beta – 1 Year
1.29
1.15
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.21
0.37
Sharpe Ratio – 3 Years
0.22
0.73
Worst Rolling Year
6.59%
-10.23%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−25.42%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
13.94%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 29% · M 26% · S 42%
Number of Stocks
41
34
Portfolio P/E
25.23
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%