Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
6.42%
6 Months
32.15%
15.63%
1 Year
16.77%
0.27%
3 Years
19.00%
12.69%
5 Years
20.10%
8.81%
Since Inception
27.01%
15.48%
Fund Age
6 yrs 10 mo
18 yrs 10 mo
AUM
₹247.64 Cr
₹406.27 Cr
Alpha – 1 Year
13.79%
−4.45%
Alpha – 3 Years
7.10%
0.61%
Information Ratio – 3 Years
0.30
0.21
Volatility – 1 Year
39.13%
22.89%
Volatility – 3 Years
29.47%
19.09%
Beta – 1 Year
1.87
1.13
Beta – 3 Years
1.36
1.05
Sharpe Ratio – 1 Year
0.42
-0.11
Sharpe Ratio – 3 Years
0.55
0.45
Worst Rolling Year
15.03%
-10.83%
Value at Worst Rolling Year
₹1.15 Cr
₹0.89 Cr
Deepest Drawdown
−35.86%
−31.17%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
31.90%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 28% · M 26% · S 45%
Number of Stocks
42
29
Portfolio P/E
42.30
38.78
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%