Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Renaissance - Midcap Portfolio
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Quest Investment Managers – Multi
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
3.30%
6 Months
16.32%
9.86%
1 Year
11.67%
0.86%
3 Years
19.26%
8.29%
5 Years
13.96%
15.11%
Since Inception
16.00%
11.40%
Fund Age
12 yrs
8 yrs 7 mo
AUM
₹725.3 Cr
₹119.22 Cr
Alpha – 1 Year
6.95%
1.21%
Alpha – 3 Years
7.18%
−0.71%
Information Ratio – 3 Years
0.87
-0.05
Volatility – 1 Year
21.97%
21.27%
Volatility – 3 Years
19.77%
19.22%
Beta – 1 Year
1.15
1.20
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.37
-0.10
Sharpe Ratio – 3 Years
0.73
0.25
Worst Rolling Year
-10.23%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−25.02%
−29.07%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
99.76%
Median Rolling Year
18.93%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 2% · M 52% · S 44%
Number of Stocks
34
33
Portfolio P/E
42.87
31.12
Top 5 Holdings
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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% / 0%