Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Solidarity Advisors - Prudence
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%
8.45%
6 Months
15.63%
29.49%
1 Year
0.27%
37.09%
3 Years
12.69%
18.49%
5 Years
8.81%
12.39%
Since Inception
15.48%
18.64%
Fund Age
18 yrs 10 mo
10 yrs 3 mo
AUM
₹406.27 Cr
₹1,760.35 Cr
Alpha – 1 Year
−4.45%
32.37%
Alpha – 3 Years
0.61%
6.40%
Information Ratio – 3 Years
0.21
0.52
Volatility – 1 Year
22.89%
25.02%
Volatility – 3 Years
19.09%
18.27%
Beta – 1 Year
1.13
1.22
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
-0.11
1.18
Sharpe Ratio – 3 Years
0.45
0.74
Worst Rolling Year
-10.83%
-0.28%
Value at Worst Rolling Year
₹0.89 Cr
₹1.00 Cr
Deepest Drawdown
−31.17%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
91.19%
99.89%
Median Rolling Year
17.32%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 11% · S 71%
Number of Stocks
29
13
Portfolio P/E
38.78
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%