Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
6.28%
6 Months
0.50%
16.32%
1 Year
6.34%
11.67%
3 Years
19.74%
19.26%
5 Years
16.62%
13.96%
Since Inception
20.10%
16.00%
Fund Age
6 yrs 1 mo
12 yrs
AUM
₹56.91 Cr
₹725.3 Cr
Alpha – 1 Year
1.64%
6.95%
Alpha – 3 Years
7.64%
7.18%
Information Ratio – 3 Years
0.90
0.87
Volatility – 1 Year
16.52%
21.97%
Volatility – 3 Years
17.18%
19.77%
Beta – 1 Year
0.89
1.15
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.14
0.37
Sharpe Ratio – 3 Years
0.84
0.73
Worst Rolling Year
18.93%
-10.23%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−18.72%
−25.02%
Recovery Period
245 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
25.30%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 29% · M 26% · S 42%
Number of Stocks
20
34
Portfolio P/E
27.00
42.87
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%