Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
15.63%
15.63%
1 Year
0.27%
20.01%
3 Years
12.69%
17.10%
5 Years
8.81%
15.64%
Since Inception
15.48%
13.05%
Fund Age
18 yrs 10 mo
8 yrs 11 mo
AUM
₹406.27 Cr
₹46.46 Cr
Alpha – 1 Year
−4.45%
15.29%
Alpha – 3 Years
0.61%
5.01%
Information Ratio – 3 Years
0.21
0.88
Volatility – 1 Year
22.89%
20.61%
Volatility – 3 Years
19.09%
19.98%
Beta – 1 Year
1.13
0.94
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
-0.11
0.73
Sharpe Ratio – 3 Years
0.45
0.85
Worst Rolling Year
-10.83%
-3.76%
Value at Worst Rolling Year
₹0.89 Cr
₹0.96 Cr
Deepest Drawdown
−31.17%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
91.19%
93.14%
Median Rolling Year
17.32%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 27% · M 34% · S 33%
Number of Stocks
29
25
Portfolio P/E
38.78
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%