Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Flagship vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Flagship
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
15.63%
1.92%
1 Year
0.27%
0.43%
3 Years
12.69%
—
5 Years
8.81%
—
Since Inception
15.48%
6.17%
Fund Age
18 yrs 10 mo
2 yrs 2 mo
AUM
₹406.27 Cr
₹22.98 Cr
Alpha – 1 Year
−4.45%
−2.55%
Alpha – 3 Years
0.61%
—
Information Ratio – 3 Years
0.21
—
Volatility – 1 Year
22.89%
16.90%
Volatility – 3 Years
19.09%
—
Beta – 1 Year
1.13
0.96
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.11
-0.22
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
-10.83%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−31.17%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.19%
—
Median Rolling Year
17.32%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 26% · S 45%
L 61% · M 14% · S 21%
Number of Stocks
29
41
Portfolio P/E
38.78
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%