Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
−0.04%
6 Months
15.63%
0.28%
1 Year
0.27%
2.14%
3 Years
12.69%
10.02%
5 Years
8.81%
13.15%
Since Inception
15.48%
11.46%
Fund Age
18 yrs 10 mo
8 yrs 7 mo
AUM
₹406.27 Cr
₹585.94 Cr
Alpha – 1 Year
−4.45%
2.49%
Alpha – 3 Years
0.61%
1.02%
Information Ratio – 3 Years
0.21
0.18
Volatility – 1 Year
22.89%
16.38%
Volatility – 3 Years
19.09%
14.42%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
1.05
0.96
Sharpe Ratio – 1 Year
-0.11
-0.13
Sharpe Ratio – 3 Years
0.45
0.38
Worst Rolling Year
-10.83%
3.37%
Value at Worst Rolling Year
₹0.89 Cr
₹1.03 Cr
Deepest Drawdown
−31.17%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 65% · M 26% · S 8%
Number of Stocks
29
31
Portfolio P/E
38.78
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%