Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.42%
8.72%
6 Months
15.63%
28.59%
1 Year
0.27%
28.02%
3 Years
12.69%
18.67%
5 Years
8.81%
17.18%
Since Inception
15.48%
20.03%
Fund Age
18 yrs 10 mo
5 yrs 4 mo
AUM
₹406.27 Cr
₹221.27 Cr
Alpha – 1 Year
−4.45%
28.37%
Alpha – 3 Years
0.61%
9.68%
Information Ratio – 3 Years
0.21
0.87
Volatility – 1 Year
22.89%
22.32%
Volatility – 3 Years
19.09%
17.88%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
-0.11
0.99
Sharpe Ratio – 3 Years
0.45
0.81
Worst Rolling Year
-10.83%
13.69%
Value at Worst Rolling Year
₹0.89 Cr
₹1.14 Cr
Deepest Drawdown
−31.17%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 19% · M 4% · S 74%
Number of Stocks
29
29
Portfolio P/E
38.78
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –