Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SBI AEON ALPHA PMS
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%
0.41%
6 Months
15.63%
20.81%
1 Year
0.27%
15.63%
3 Years
12.69%
13.76%
5 Years
8.81%
—
Since Inception
15.48%
14.77%
Fund Age
18 yrs 10 mo
4 yrs 6 mo
AUM
₹406.27 Cr
₹751.68 Cr
Alpha – 1 Year
−4.45%
16.06%
Alpha – 3 Years
0.61%
5.19%
Information Ratio – 3 Years
0.21
0.25
Volatility – 1 Year
22.89%
18.90%
Volatility – 3 Years
19.09%
16.75%
Beta – 1 Year
1.13
0.89
Beta – 3 Years
1.05
0.79
Sharpe Ratio – 1 Year
-0.11
0.57
Sharpe Ratio – 3 Years
0.45
0.53
Worst Rolling Year
-10.83%
13.60%
Value at Worst Rolling Year
₹0.89 Cr
₹1.14 Cr
Deepest Drawdown
−31.17%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 16% · M 11% · S 70%
Number of Stocks
29
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%