Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
1.47%
6 Months
15.63%
5.42%
1 Year
0.27%
9.64%
3 Years
12.69%
10.36%
5 Years
8.81%
7.75%
Since Inception
15.48%
11.08%
Fund Age
18 yrs 10 mo
9 yrs 11 mo
AUM
₹406.27 Cr
₹66.05 Cr
Alpha – 1 Year
−4.45%
9.99%
Alpha – 3 Years
0.61%
1.36%
Information Ratio – 3 Years
0.21
0.51
Volatility – 1 Year
22.89%
17.05%
Volatility – 3 Years
19.09%
14.23%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.11
0.31
Sharpe Ratio – 3 Years
0.45
0.40
Worst Rolling Year
-10.83%
0.57%
Value at Worst Rolling Year
₹0.89 Cr
₹1.01 Cr
Deepest Drawdown
−31.17%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
91.19%
99.96%
Median Rolling Year
17.32%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 84% · M 12%
Number of Stocks
29
23
Portfolio P/E
38.78
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—