Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Right Horizons - Super Value Fund
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%
3.00%
6 Months
15.63%
20.83%
1 Year
0.27%
12.18%
3 Years
12.69%
13.97%
5 Years
8.81%
17.12%
Since Inception
15.48%
15.75%
Fund Age
18 yrs 10 mo
13 yrs 8 mo
AUM
₹406.27 Cr
₹205.48 Cr
Alpha – 1 Year
−4.45%
9.20%
Alpha – 3 Years
0.61%
2.09%
Information Ratio – 3 Years
0.21
0.40
Volatility – 1 Year
22.89%
27.53%
Volatility – 3 Years
19.09%
22.15%
Beta – 1 Year
1.13
1.45
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
-0.11
0.35
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
-10.83%
-9.57%
Value at Worst Rolling Year
₹0.89 Cr
₹0.90 Cr
Deepest Drawdown
−31.17%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
93.51%
Median Rolling Year
17.32%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 28% · M 26% · S 45%
L 17% · M 21% · S 60%
Number of Stocks
29
30
Portfolio P/E
38.78
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%