Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Right Horizons - India Business Leaders
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%
3.11%
6 Months
15.63%
4.12%
1 Year
0.27%
−0.25%
3 Years
12.69%
10.95%
5 Years
8.81%
10.56%
Since Inception
15.48%
10.62%
Fund Age
18 yrs 10 mo
13 yrs 8 mo
AUM
₹406.27 Cr
₹41.22 Cr
Alpha – 1 Year
−4.45%
0.18%
Alpha – 3 Years
0.61%
2.39%
Information Ratio – 3 Years
0.21
0.52
Volatility – 1 Year
22.89%
20.61%
Volatility – 3 Years
19.09%
17.57%
Beta – 1 Year
1.13
1.24
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
-0.11
-0.18
Sharpe Ratio – 3 Years
0.45
0.46
Worst Rolling Year
-10.83%
-10.52%
Value at Worst Rolling Year
₹0.89 Cr
₹0.89 Cr
Deepest Drawdown
−31.17%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
93.48%
Median Rolling Year
17.32%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 28% · M 26% · S 45%
L 70% · M 29%
Number of Stocks
29
25
Portfolio P/E
38.78
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%