Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.53%
6.42%
6 Months
0.57%
15.63%
1 Year
—
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
2.03%
15.48%
Fund Age
7 mo
18 yrs 10 mo
AUM
₹0.29 Cr
₹406.27 Cr
Alpha – 1 Year
—
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
—
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−31.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 6%
L 28% · M 26% · S 45%
Number of Stocks
20
29
Portfolio P/E
15.87
38.78
Top 5 Holdings
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
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
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%