Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
6.42%
6 Months
3.75%
15.63%
1 Year
−5.76%
0.27%
3 Years
3.98%
12.69%
5 Years
6.05%
8.81%
Since Inception
9.94%
15.48%
Fund Age
7 yrs 9 mo
18 yrs 10 mo
AUM
₹45.09 Cr
₹406.27 Cr
Alpha – 1 Year
−8.74%
−4.45%
Alpha – 3 Years
−7.91%
0.61%
Information Ratio – 3 Years
-1.11
0.21
Volatility – 1 Year
21.69%
22.89%
Volatility – 3 Years
18.00%
19.09%
Beta – 1 Year
1.21
1.13
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
-0.42
-0.11
Sharpe Ratio – 3 Years
0.01
0.45
Worst Rolling Year
3.08%
-10.83%
Value at Worst Rolling Year
₹1.03 Cr
₹0.89 Cr
Deepest Drawdown
−29.01%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
12.65%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 28% · M 26% · S 45%
Number of Stocks
43
29
Portfolio P/E
—
38.78
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%