Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.42%
10.15%
6 Months
15.63%
31.39%
1 Year
0.27%
26.01%
3 Years
12.69%
19.28%
5 Years
8.81%
23.67%
Since Inception
15.48%
28.23%
Fund Age
18 yrs 10 mo
5 yrs 4 mo
AUM
₹406.27 Cr
₹483.07 Cr
Alpha – 1 Year
−4.45%
21.29%
Alpha – 3 Years
0.61%
7.19%
Information Ratio – 3 Years
0.21
0.38
Volatility – 1 Year
22.89%
27.77%
Volatility – 3 Years
19.09%
26.19%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
-0.11
0.78
Sharpe Ratio – 3 Years
0.45
0.61
Worst Rolling Year
-10.83%
19.29%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−31.17%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 12% · M 6% · S 81%
Number of Stocks
29
63
Portfolio P/E
38.78
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%