Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
15.63%
9.86%
1 Year
0.27%
32.16%
3 Years
12.69%
19.13%
5 Years
8.81%
12.16%
Since Inception
15.48%
16.12%
Fund Age
18 yrs 10 mo
5 yrs 10 mo
AUM
₹406.27 Cr
₹170.31 Cr
Alpha – 1 Year
−4.45%
27.44%
Alpha – 3 Years
0.61%
7.04%
Information Ratio – 3 Years
0.21
0.58
Volatility – 1 Year
22.89%
17.07%
Volatility – 3 Years
19.09%
17.73%
Beta – 1 Year
1.13
0.65
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
-0.11
1.42
Sharpe Ratio – 3 Years
0.45
0.79
Worst Rolling Year
-10.83%
0.71%
Value at Worst Rolling Year
₹0.89 Cr
₹1.01 Cr
Deepest Drawdown
−31.17%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
91.19%
99.71%
Median Rolling Year
17.32%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 11% · M 1% · S 72%
Number of Stocks
29
18
Portfolio P/E
38.78
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%