Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Sundaram Alternate - SISOP
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%
5.72%
6 Months
15.63%
23.48%
1 Year
0.27%
38.68%
3 Years
12.69%
26.01%
5 Years
8.81%
16.58%
Since Inception
15.48%
18.98%
Fund Age
18 yrs 10 mo
16 yrs 6 mo
AUM
₹406.27 Cr
₹1,885.18 Cr
Alpha – 1 Year
−4.45%
33.96%
Alpha – 3 Years
0.61%
13.92%
Information Ratio – 3 Years
0.21
1.27
Volatility – 1 Year
22.89%
28.06%
Volatility – 3 Years
19.09%
20.41%
Beta – 1 Year
1.13
1.39
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
-0.11
1.12
Sharpe Ratio – 3 Years
0.45
1.06
Worst Rolling Year
-10.83%
-4.06%
Value at Worst Rolling Year
₹0.89 Cr
₹0.96 Cr
Deepest Drawdown
−31.17%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
91.19%
98.28%
Median Rolling Year
17.32%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 28% · M 26% · S 45%
L 40% · M 32% · S 24%
Number of Stocks
29
28
Portfolio P/E
38.78
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%