Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
SRE - Shield
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%
−0.37%
6 Months
15.63%
3.64%
1 Year
0.27%
6.24%
3 Years
12.69%
9.36%
5 Years
8.81%
8.05%
Since Inception
15.48%
9.66%
Fund Age
18 yrs 10 mo
8 yrs 3 mo
AUM
₹406.27 Cr
₹32.8 Cr
Alpha – 1 Year
−4.45%
6.59%
Alpha – 3 Years
0.61%
0.36%
Information Ratio – 3 Years
0.21
0.14
Volatility – 1 Year
22.89%
18.27%
Volatility – 3 Years
19.09%
15.46%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
-0.11
0.15
Sharpe Ratio – 3 Years
0.45
0.34
Worst Rolling Year
-10.83%
6.25%
Value at Worst Rolling Year
₹0.89 Cr
₹1.06 Cr
Deepest Drawdown
−31.17%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 58% · M 28% · S 8%
Number of Stocks
29
33
Portfolio P/E
38.78
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%