Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Unifi APJ 20*
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%
3.07%
6 Months
15.63%
13.63%
1 Year
0.27%
10.76%
3 Years
12.69%
13.00%
5 Years
8.81%
13.13%
Since Inception
15.48%
20.07%
Fund Age
18 yrs 10 mo
10 yrs 11 mo
AUM
₹406.27 Cr
₹942.94 Cr
Alpha – 1 Year
−4.45%
6.04%
Alpha – 3 Years
0.61%
0.91%
Information Ratio – 3 Years
0.21
0.27
Volatility – 1 Year
22.89%
18.61%
Volatility – 3 Years
19.09%
17.55%
Beta – 1 Year
1.13
1.02
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
-0.11
0.35
Sharpe Ratio – 3 Years
0.45
0.49
Worst Rolling Year
-10.83%
-10.32%
Value at Worst Rolling Year
₹0.89 Cr
₹0.90 Cr
Deepest Drawdown
−31.17%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
91.19%
95.82%
Median Rolling Year
17.32%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 15% · M 3% · S 82%
Number of Stocks
29
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Portfolio P/E
38.78
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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