Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SMC Global - Growth
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%
5.80%
6 Months
15.63%
20.03%
1 Year
0.27%
17.27%
3 Years
12.69%
12.81%
5 Years
8.81%
11.98%
Since Inception
15.48%
14.70%
Fund Age
18 yrs 10 mo
6 yrs 10 mo
AUM
₹406.27 Cr
₹201.68 Cr
Alpha – 1 Year
−4.45%
12.55%
Alpha – 3 Years
0.61%
0.73%
Information Ratio – 3 Years
0.21
0.15
Volatility – 1 Year
22.89%
22.73%
Volatility – 3 Years
19.09%
20.11%
Beta – 1 Year
1.13
1.17
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.11
0.58
Sharpe Ratio – 3 Years
0.45
0.44
Worst Rolling Year
-10.83%
7.98%
Value at Worst Rolling Year
₹0.89 Cr
₹1.08 Cr
Deepest Drawdown
−31.17%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 38% · M 4% · S 49%
Number of Stocks
29
24
Portfolio P/E
38.78
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%