Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
White Oak India Select Equity 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%
4.84%
6 Months
15.63%
7.61%
1 Year
0.27%
−0.76%
3 Years
12.69%
11.28%
5 Years
8.81%
9.58%
Since Inception
15.48%
11.67%
Fund Age
18 yrs 10 mo
7 yrs 11 mo
AUM
₹406.27 Cr
₹12.5 Cr
Alpha – 1 Year
−4.45%
−3.74%
Alpha – 3 Years
0.61%
−0.61%
Information Ratio – 3 Years
0.21
-0.06
Volatility – 1 Year
22.89%
20.02%
Volatility – 3 Years
19.09%
16.21%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
-0.11
-0.22
Sharpe Ratio – 3 Years
0.45
0.41
Worst Rolling Year
-10.83%
8.66%
Value at Worst Rolling Year
₹0.89 Cr
₹1.09 Cr
Deepest Drawdown
−31.17%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
100.00%
Median Rolling Year
17.32%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 26% · S 45%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
38.78
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%