Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
6.28%
6 Months
3.36%
16.32%
1 Year
7.71%
11.67%
3 Years
10.42%
19.26%
5 Years
9.09%
13.96%
Since Inception
10.42%
16.00%
Fund Age
16 yrs 11 mo
12 yrs
AUM
₹257.93 Cr
₹725.3 Cr
Alpha – 1 Year
0.40%
6.95%
Alpha – 3 Years
2.97%
7.18%
Information Ratio – 3 Years
2.62
0.87
Volatility – 1 Year
1.99%
21.97%
Volatility – 3 Years
1.94%
19.77%
Beta – 1 Year
0.35
1.15
Beta – 3 Years
0.35
1.13
Sharpe Ratio – 1 Year
1.45
0.37
Sharpe Ratio – 3 Years
3.79
0.73
Worst Rolling Year
7.00%
-10.23%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
—
−25.02%
Recovery Period
—
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
11.56%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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 · 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)
0% / 0% / 0%
1% / 0% / 0%