Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SBI MF - ESG Portfolio
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%
2.26%
6 Months
15.63%
18.40%
1 Year
0.27%
9.21%
3 Years
12.69%
13.13%
5 Years
8.81%
13.39%
Since Inception
15.48%
14.83%
Fund Age
18 yrs 10 mo
10 yrs
AUM
₹406.27 Cr
₹666.2 Cr
Alpha – 1 Year
−4.45%
9.64%
Alpha – 3 Years
0.61%
4.56%
Information Ratio – 3 Years
0.21
0.38
Volatility – 1 Year
22.89%
18.95%
Volatility – 3 Years
19.09%
16.01%
Beta – 1 Year
1.13
0.98
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
-0.11
0.27
Sharpe Ratio – 3 Years
0.45
0.52
Worst Rolling Year
-10.83%
-3.31%
Value at Worst Rolling Year
₹0.89 Cr
₹0.97 Cr
Deepest Drawdown
−31.17%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
91.19%
96.71%
Median Rolling Year
17.32%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%