Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
15.63%
8.08%
1 Year
0.27%
10.16%
3 Years
12.69%
15.60%
5 Years
8.81%
—
Since Inception
15.48%
19.84%
Fund Age
18 yrs 10 mo
6 yrs 11 mo
AUM
₹406.27 Cr
₹3.18 Cr
Alpha – 1 Year
−4.45%
7.18%
Alpha – 3 Years
0.61%
3.72%
Information Ratio – 3 Years
0.21
0.60
Volatility – 1 Year
22.89%
19.93%
Volatility – 3 Years
19.09%
18.09%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
-0.11
0.31
Sharpe Ratio – 3 Years
0.45
0.60
Worst Rolling Year
-10.83%
14.68%
Value at Worst Rolling Year
₹0.89 Cr
₹1.15 Cr
Deepest Drawdown
−31.17%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 31% · M 55% · S 12%
Number of Stocks
29
29
Portfolio P/E
38.78
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –