Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
7.49%
6 Months
15.63%
27.88%
1 Year
0.27%
29.03%
3 Years
12.69%
18.18%
5 Years
8.81%
15.45%
Since Inception
15.48%
16.74%
Fund Age
18 yrs 10 mo
10 yrs 9 mo
AUM
₹406.27 Cr
₹245.99 Cr
Alpha – 1 Year
−4.45%
24.31%
Alpha – 3 Years
0.61%
6.09%
Information Ratio – 3 Years
0.21
0.49
Volatility – 1 Year
22.89%
21.97%
Volatility – 3 Years
19.09%
17.89%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
-0.11
1.03
Sharpe Ratio – 3 Years
0.45
0.70
Worst Rolling Year
-10.83%
1.53%
Value at Worst Rolling Year
₹0.89 Cr
₹1.02 Cr
Deepest Drawdown
−31.17%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 36% · M 27% · S 36%
Number of Stocks
29
44
Portfolio P/E
38.78
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%