Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Quest Investment Managers – Flagship
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
3.57%
6.42%
6 Months
13.27%
15.63%
1 Year
19.25%
0.27%
3 Years
19.26%
12.69%
5 Years
12.69%
8.81%
Since Inception
18.49%
15.48%
Fund Age
7 yrs 3 mo
18 yrs 10 mo
AUM
₹40.18 Cr
₹406.27 Cr
Alpha – 1 Year
14.53%
−4.45%
Alpha – 3 Years
7.17%
0.61%
Information Ratio – 3 Years
0.70
0.21
Volatility – 1 Year
26.49%
22.89%
Volatility – 3 Years
18.75%
19.09%
Beta – 1 Year
1.37
1.13
Beta – 3 Years
1.06
1.05
Sharpe Ratio – 1 Year
0.59
-0.11
Sharpe Ratio – 3 Years
0.71
0.45
Worst Rolling Year
12.14%
-10.83%
Value at Worst Rolling Year
₹1.12 Cr
₹0.89 Cr
Deepest Drawdown
−15.45%
−31.17%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
20.15%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 28% · M 26% · S 45%
Number of Stocks
36
29
Portfolio P/E
41.94
38.78
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%