Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.42%
7.48%
6 Months
15.63%
9.42%
1 Year
0.27%
28.25%
3 Years
12.69%
18.47%
5 Years
8.81%
21.31%
Since Inception
15.48%
21.69%
Fund Age
18 yrs 10 mo
5 yrs
AUM
₹406.27 Cr
₹79.02 Cr
Alpha – 1 Year
−4.45%
23.53%
Alpha – 3 Years
0.61%
6.38%
Information Ratio – 3 Years
0.21
0.27
Volatility – 1 Year
22.89%
18.12%
Volatility – 3 Years
19.09%
27.25%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
-0.11
1.18
Sharpe Ratio – 3 Years
0.45
0.56
Worst Rolling Year
-10.83%
15.67%
Value at Worst Rolling Year
₹0.89 Cr
₹1.16 Cr
Deepest Drawdown
−31.17%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 10% · M 9% · S 69%
Number of Stocks
29
34
Portfolio P/E
38.78
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%