Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
3.29%
6 Months
15.63%
14.68%
1 Year
0.27%
11.65%
3 Years
12.69%
7.09%
5 Years
8.81%
8.41%
Since Inception
15.48%
10.45%
Fund Age
18 yrs 10 mo
10 yrs 5 mo
AUM
₹406.27 Cr
₹24.48 Cr
Alpha – 1 Year
−4.45%
12.00%
Alpha – 3 Years
0.61%
−1.90%
Information Ratio – 3 Years
0.21
-0.12
Volatility – 1 Year
22.89%
20.48%
Volatility – 3 Years
19.09%
16.32%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.11
0.36
Sharpe Ratio – 3 Years
0.45
0.15
Worst Rolling Year
-10.83%
-5.06%
Value at Worst Rolling Year
₹0.89 Cr
₹0.95 Cr
Deepest Drawdown
−31.17%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
92.00%
Median Rolling Year
17.32%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 41% · M 5% · S 35%
Number of Stocks
29
31
Portfolio P/E
38.78
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –