Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
6.28%
6 Months
15.19%
16.32%
1 Year
3.21%
11.67%
3 Years
19.65%
19.26%
5 Years
—
13.96%
Since Inception
25.09%
16.00%
Fund Age
3 yrs 5 mo
12 yrs
AUM
₹4,148.34 Cr
₹725.3 Cr
Alpha – 1 Year
0.23%
6.95%
Alpha – 3 Years
7.77%
7.18%
Information Ratio – 3 Years
0.62
0.87
Volatility – 1 Year
21.54%
21.97%
Volatility – 3 Years
22.15%
19.77%
Beta – 1 Year
1.06
1.15
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
-0.01
0.37
Sharpe Ratio – 3 Years
0.68
0.73
Worst Rolling Year
19.49%
-10.23%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−27.91%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.76%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 29% · M 26% · S 42%
Number of Stocks
26
34
Portfolio P/E
55.82
42.87
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%