Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Tamohara - Q Strategy
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%
−0.46%
6 Months
15.63%
6.77%
1 Year
0.27%
7.38%
3 Years
12.69%
9.03%
5 Years
8.81%
—
Since Inception
15.48%
10.29%
Fund Age
18 yrs 10 mo
4 yrs 2 mo
AUM
₹406.27 Cr
₹9.69 Cr
Alpha – 1 Year
−4.45%
7.73%
Alpha – 3 Years
0.61%
0.04%
Information Ratio – 3 Years
0.21
0.09
Volatility – 1 Year
22.89%
17.08%
Volatility – 3 Years
19.09%
16.18%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
-0.11
0.20
Sharpe Ratio – 3 Years
0.45
0.33
Worst Rolling Year
-10.83%
7.39%
Value at Worst Rolling Year
₹0.89 Cr
₹1.07 Cr
Deepest Drawdown
−31.17%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 41% · M 53%
Number of Stocks
29
22
Portfolio P/E
38.78
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –