Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
ValueQuest - Platinum
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%
2.62%
6 Months
15.63%
20.31%
1 Year
0.27%
5.50%
3 Years
12.69%
14.22%
5 Years
8.81%
16.13%
Since Inception
15.48%
18.70%
Fund Age
18 yrs 10 mo
9 yrs 8 mo
AUM
₹406.27 Cr
₹3,491.64 Cr
Alpha – 1 Year
−4.45%
2.52%
Alpha – 3 Years
0.61%
2.33%
Information Ratio – 3 Years
0.21
0.19
Volatility – 1 Year
22.89%
25.24%
Volatility – 3 Years
19.09%
21.26%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
-0.11
0.11
Sharpe Ratio – 3 Years
0.45
0.48
Worst Rolling Year
-10.83%
-9.34%
Value at Worst Rolling Year
₹0.89 Cr
₹0.91 Cr
Deepest Drawdown
−31.17%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
91.19%
93.29%
Median Rolling Year
17.32%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 23% · M 15% · S 57%
Number of Stocks
29
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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% / 1% / 1%