Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
15.63%
13.10%
1 Year
0.27%
18.11%
3 Years
12.69%
14.56%
5 Years
8.81%
8.71%
Since Inception
15.48%
13.67%
Fund Age
18 yrs 10 mo
11 yrs 2 mo
AUM
₹406.27 Cr
₹138.06 Cr
Alpha – 1 Year
−4.45%
18.46%
Alpha – 3 Years
0.61%
5.57%
Information Ratio – 3 Years
0.21
0.62
Volatility – 1 Year
22.89%
22.83%
Volatility – 3 Years
19.09%
16.72%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.11
0.61
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
-10.83%
-8.44%
Value at Worst Rolling Year
₹0.89 Cr
₹0.92 Cr
Deepest Drawdown
−31.17%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
91.19%
92.53%
Median Rolling Year
17.32%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 38% · M 14% · S 45%
Number of Stocks
29
18
Portfolio P/E
38.78
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%