Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
3.93%
6 Months
15.63%
25.32%
1 Year
0.27%
18.21%
3 Years
12.69%
32.70%
5 Years
8.81%
23.63%
Since Inception
15.48%
28.38%
Fund Age
18 yrs 10 mo
7 yrs 10 mo
AUM
₹406.27 Cr
₹8,686.39 Cr
Alpha – 1 Year
−4.45%
13.49%
Alpha – 3 Years
0.61%
20.61%
Information Ratio – 3 Years
0.21
1.92
Volatility – 1 Year
22.89%
22.97%
Volatility – 3 Years
19.09%
19.40%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
-0.11
0.61
Sharpe Ratio – 3 Years
0.45
1.30
Worst Rolling Year
-10.83%
17.00%
Value at Worst Rolling Year
₹0.89 Cr
₹1.17 Cr
Deepest Drawdown
−31.17%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 37% · M 30% · S 25%
Number of Stocks
29
43
Portfolio P/E
38.78
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%