Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
2.69%
6 Months
15.63%
5.24%
1 Year
0.27%
2.85%
3 Years
12.69%
13.52%
5 Years
8.81%
17.79%
Since Inception
15.48%
13.89%
Fund Age
18 yrs 10 mo
8 yrs 4 mo
AUM
₹406.27 Cr
₹921.15 Cr
Alpha – 1 Year
−4.45%
−1.87%
Alpha – 3 Years
0.61%
1.43%
Information Ratio – 3 Years
0.21
0.23
Volatility – 1 Year
22.89%
18.02%
Volatility – 3 Years
19.09%
16.70%
Beta – 1 Year
1.13
0.99
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
-0.11
-0.03
Sharpe Ratio – 3 Years
0.45
0.54
Worst Rolling Year
-10.83%
-0.29%
Value at Worst Rolling Year
₹0.89 Cr
₹1.00 Cr
Deepest Drawdown
−31.17%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
99.64%
Median Rolling Year
17.32%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 34% · M 28% · S 35%
Number of Stocks
29
35
Portfolio P/E
38.78
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%