Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Renaissance - Midcap 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%
3.30%
6 Months
15.63%
9.86%
1 Year
0.27%
0.86%
3 Years
12.69%
8.29%
5 Years
8.81%
15.11%
Since Inception
15.48%
11.40%
Fund Age
18 yrs 10 mo
8 yrs 7 mo
AUM
₹406.27 Cr
₹119.22 Cr
Alpha – 1 Year
−4.45%
1.21%
Alpha – 3 Years
0.61%
−0.71%
Information Ratio – 3 Years
0.21
-0.05
Volatility – 1 Year
22.89%
21.27%
Volatility – 3 Years
19.09%
19.22%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
-0.11
-0.10
Sharpe Ratio – 3 Years
0.45
0.25
Worst Rolling Year
-10.83%
0.71%
Value at Worst Rolling Year
₹0.89 Cr
₹1.01 Cr
Deepest Drawdown
−31.17%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
99.76%
Median Rolling Year
17.32%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 2% · M 52% · S 44%
Number of Stocks
29
33
Portfolio P/E
38.78
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%