Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Quest Investment Managers – Flagship
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
15.63%
−1.13%
1 Year
0.27%
6.59%
3 Years
12.69%
20.44%
5 Years
8.81%
16.17%
Since Inception
15.48%
13.07%
Fund Age
18 yrs 10 mo
15 yrs 3 mo
AUM
₹406.27 Cr
—
Alpha – 1 Year
−4.45%
6.87%
Alpha – 3 Years
0.61%
9.23%
Information Ratio – 3 Years
0.21
1.61
Volatility – 1 Year
22.89%
20.58%
Volatility – 3 Years
19.09%
16.59%
Beta – 1 Year
1.13
1.21
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.11
0.15
Sharpe Ratio – 3 Years
0.45
0.90
Worst Rolling Year
-10.83%
13.98%
Value at Worst Rolling Year
₹0.89 Cr
₹1.14 Cr
Deepest Drawdown
−31.17%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 73% · M 20% · S 7%
Number of Stocks
29
23
Portfolio P/E
38.78
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%