Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Quest Investment Managers – Multi
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
−3.33%
6.28%
6 Months
24.60%
16.32%
1 Year
7.56%
11.67%
3 Years
20.98%
19.26%
5 Years
—
13.96%
Since Inception
24.10%
16.00%
Fund Age
4 yrs 4 mo
12 yrs
AUM
₹3.89 Cr
₹725.3 Cr
Alpha – 1 Year
4.58%
6.95%
Alpha – 3 Years
9.08%
7.18%
Information Ratio – 3 Years
0.07
0.87
Volatility – 1 Year
32.74%
21.97%
Volatility – 3 Years
27.24%
19.77%
Beta – 1 Year
1.49
1.15
Beta – 3 Years
1.30
1.13
Sharpe Ratio – 1 Year
0.20
0.37
Sharpe Ratio – 3 Years
0.49
0.73
Worst Rolling Year
17.91%
-10.23%
Value at Worst Rolling Year
₹1.18 Cr
₹0.90 Cr
Deepest Drawdown
−34.40%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
25.17%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
27
34
Portfolio P/E
52.77
42.87
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%