Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
True-Equity Factor Quant
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%
1.09%
6 Months
15.63%
3.47%
1 Year
0.27%
−3.80%
3 Years
12.69%
11.26%
5 Years
8.81%
—
Since Inception
15.48%
13.40%
Fund Age
18 yrs 10 mo
3 yrs 11 mo
AUM
₹406.27 Cr
₹143.29 Cr
Alpha – 1 Year
−4.45%
−6.78%
Alpha – 3 Years
0.61%
−0.63%
Information Ratio – 3 Years
0.21
-0.10
Volatility – 1 Year
22.89%
15.14%
Volatility – 3 Years
19.09%
16.91%
Beta – 1 Year
1.13
0.83
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
-0.11
-0.54
Sharpe Ratio – 3 Years
0.45
0.40
Worst Rolling Year
-10.83%
11.18%
Value at Worst Rolling Year
₹0.89 Cr
₹1.11 Cr
Deepest Drawdown
−31.17%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
—
Number of Stocks
29
50
Portfolio P/E
38.78
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
—
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%