Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
7.67%
6 Months
15.63%
27.70%
1 Year
0.27%
47.52%
3 Years
12.69%
23.98%
5 Years
8.81%
15.87%
Since Inception
15.48%
18.55%
Fund Age
18 yrs 10 mo
16 yrs 2 mo
AUM
₹406.27 Cr
₹1,022.92 Cr
Alpha – 1 Year
−4.45%
42.80%
Alpha – 3 Years
0.61%
11.89%
Information Ratio – 3 Years
0.21
1.12
Volatility – 1 Year
22.89%
28.29%
Volatility – 3 Years
19.09%
20.76%
Beta – 1 Year
1.13
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
-0.11
1.33
Sharpe Ratio – 3 Years
0.45
0.99
Worst Rolling Year
-10.83%
-4.58%
Value at Worst Rolling Year
₹0.89 Cr
₹0.95 Cr
Deepest Drawdown
−31.17%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
91.19%
97.86%
Median Rolling Year
17.32%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 22% · M 32% · S 42%
Number of Stocks
29
26
Portfolio P/E
38.78
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%