Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
6.42%
6 Months
29.13%
15.63%
1 Year
20.96%
0.27%
3 Years
17.22%
12.69%
5 Years
—
8.81%
Since Inception
23.59%
15.48%
Fund Age
3 yrs 7 mo
18 yrs 10 mo
AUM
₹147.56 Cr
₹406.27 Cr
Alpha – 1 Year
16.24%
−4.45%
Alpha – 3 Years
5.13%
0.61%
Information Ratio – 3 Years
0.33
0.21
Volatility – 1 Year
30.80%
22.89%
Volatility – 3 Years
25.65%
19.09%
Beta – 1 Year
1.54
1.13
Beta – 3 Years
1.41
1.05
Sharpe Ratio – 1 Year
0.58
-0.11
Sharpe Ratio – 3 Years
0.54
0.45
Worst Rolling Year
15.38%
-10.83%
Value at Worst Rolling Year
₹1.15 Cr
₹0.89 Cr
Deepest Drawdown
−28.52%
−31.17%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
21.14%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 28% · M 26% · S 45%
Number of Stocks
18
29
Portfolio P/E
—
38.78
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%