Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
15.63%
7.38%
1 Year
0.27%
6.08%
3 Years
12.69%
8.22%
5 Years
8.81%
7.99%
Since Inception
15.48%
12.63%
Fund Age
18 yrs 10 mo
9 yrs 9 mo
AUM
₹406.27 Cr
₹145.75 Cr
Alpha – 1 Year
−4.45%
1.36%
Alpha – 3 Years
0.61%
−3.87%
Information Ratio – 3 Years
0.21
-0.60
Volatility – 1 Year
22.89%
20.08%
Volatility – 3 Years
19.09%
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.11
0.13
Sharpe Ratio – 3 Years
0.45
0.24
Worst Rolling Year
-10.83%
-1.76%
Value at Worst Rolling Year
₹0.89 Cr
₹0.98 Cr
Deepest Drawdown
−31.17%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
98.75%
Median Rolling Year
17.32%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 62% · M 20% · S 7%
Number of Stocks
29
25
Portfolio P/E
38.78
—
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%