Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
15.63%
10.94%
1 Year
0.27%
1.03%
3 Years
12.69%
11.45%
5 Years
8.81%
15.19%
Since Inception
15.48%
27.03%
Fund Age
18 yrs 10 mo
5 yrs 11 mo
AUM
₹406.27 Cr
₹298.71 Cr
Alpha – 1 Year
−4.45%
−3.69%
Alpha – 3 Years
0.61%
−0.64%
Information Ratio – 3 Years
0.21
-0.04
Volatility – 1 Year
22.89%
27.68%
Volatility – 3 Years
19.09%
23.40%
Beta – 1 Year
1.13
1.45
Beta – 3 Years
1.05
1.22
Sharpe Ratio – 1 Year
-0.11
-0.03
Sharpe Ratio – 3 Years
0.45
0.35
Worst Rolling Year
-10.83%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−31.17%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
91.19%
—
Median Rolling Year
17.32%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 2% · M 2% · S 86%
Number of Stocks
29
36
Portfolio P/E
38.78
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%