Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
15.63%
11.30%
1 Year
0.27%
5.88%
3 Years
12.69%
—
5 Years
8.81%
—
Since Inception
15.48%
10.85%
Fund Age
18 yrs 10 mo
2 yrs 5 mo
AUM
₹406.27 Cr
₹45.96 Cr
Alpha – 1 Year
−4.45%
−0.98%
Alpha – 3 Years
0.61%
—
Information Ratio – 3 Years
0.21
—
Volatility – 1 Year
22.89%
21.88%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.13
2.00
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.11
0.12
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
-10.83%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−31.17%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
—
Median Rolling Year
17.32%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 12% · M 4% · S 66%
Number of Stocks
29
39
Portfolio P/E
38.78
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%