Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
11.42%
6 Months
15.63%
35.03%
1 Year
0.27%
37.21%
3 Years
12.69%
27.05%
5 Years
8.81%
21.76%
Since Inception
15.48%
19.33%
Fund Age
18 yrs 10 mo
6 yrs 10 mo
AUM
₹406.27 Cr
₹2,975 Cr
Alpha – 1 Year
−4.45%
23.77%
Alpha – 3 Years
0.61%
6.78%
Information Ratio – 3 Years
0.21
5.24
Volatility – 1 Year
22.89%
18.59%
Volatility – 3 Years
19.09%
19.39%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
-0.11
1.44
Sharpe Ratio – 3 Years
0.45
0.98
Worst Rolling Year
-10.83%
-6.18%
Value at Worst Rolling Year
₹0.89 Cr
₹0.94 Cr
Deepest Drawdown
−31.17%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
91.19%
92.59%
Median Rolling Year
17.32%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
—
Number of Stocks
29
14
Portfolio P/E
38.78
25.70
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%
—
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 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%
3% / 2% / 1%