Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Quest Investment Managers – Multi
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
6.42%
6.28%
6 Months
15.63%
16.32%
1 Year
0.27%
11.67%
3 Years
12.69%
19.26%
5 Years
8.81%
13.96%
Since Inception
15.48%
16.00%
Fund Age
18 yrs 10 mo
12 yrs
AUM
₹406.27 Cr
₹725.3 Cr
Alpha – 1 Year
−4.45%
6.95%
Alpha – 3 Years
0.61%
7.18%
Information Ratio – 3 Years
0.21
0.87
Volatility – 1 Year
22.89%
21.97%
Volatility – 3 Years
19.09%
19.77%
Beta – 1 Year
1.13
1.15
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.11
0.37
Sharpe Ratio – 3 Years
0.45
0.73
Worst Rolling Year
-10.83%
-10.23%
Value at Worst Rolling Year
₹0.89 Cr
₹0.90 Cr
Deepest Drawdown
−31.17%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
91.19%
93.09%
Median Rolling Year
17.32%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 29% · M 26% · S 42%
Number of Stocks
29
34
Portfolio P/E
38.78
42.87
Top 5 Holdings
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
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
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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)
1% / 0% / 0%
1% / 0% / 0%