Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
6.42%
6 Months
16.85%
15.63%
1 Year
9.30%
0.27%
3 Years
14.05%
12.69%
5 Years
14.30%
8.81%
Since Inception
24.29%
15.48%
Fund Age
14 yrs 10 mo
18 yrs 10 mo
AUM
₹372.24 Cr
₹406.27 Cr
Alpha – 1 Year
4.58%
−4.45%
Alpha – 3 Years
1.97%
0.61%
Information Ratio – 3 Years
0.33
0.21
Volatility – 1 Year
21.18%
22.89%
Volatility – 3 Years
20.18%
19.09%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.27
-0.11
Sharpe Ratio – 3 Years
0.49
0.45
Worst Rolling Year
-10.46%
-10.83%
Value at Worst Rolling Year
₹0.90 Cr
₹0.89 Cr
Deepest Drawdown
−23.77%
−31.17%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
91.19%
Median Rolling Year
27.35%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 26% · S 45%
Number of Stocks
—
29
Portfolio P/E
—
38.78
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
1% / 0% / 0%