Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
6.42%
6 Months
10.26%
15.63%
1 Year
20.10%
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
21.53%
15.48%
Fund Age
18 mo
18 yrs 10 mo
AUM
₹79.16 Cr
₹406.27 Cr
Alpha – 1 Year
17.12%
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
19.38%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
0.85
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.76
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−14.77%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 28% · M 26% · S 45%
Number of Stocks
66
29
Portfolio P/E
52.54
38.78
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%