Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Renaissance - Opportunities Portfolio
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Quest Investment Managers – Multi
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
−0.04%
6 Months
16.32%
0.28%
1 Year
11.67%
2.14%
3 Years
19.26%
10.02%
5 Years
13.96%
13.15%
Since Inception
16.00%
11.46%
Fund Age
12 yrs
8 yrs 7 mo
AUM
₹725.3 Cr
₹585.94 Cr
Alpha – 1 Year
6.95%
2.49%
Alpha – 3 Years
7.18%
1.02%
Information Ratio – 3 Years
0.87
0.18
Volatility – 1 Year
21.97%
16.38%
Volatility – 3 Years
19.77%
14.42%
Beta – 1 Year
1.15
1.00
Beta – 3 Years
1.13
0.96
Sharpe Ratio – 1 Year
0.37
-0.13
Sharpe Ratio – 3 Years
0.73
0.38
Worst Rolling Year
-10.23%
3.37%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−25.02%
−17.04%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 65% · M 26% · S 8%
Number of Stocks
34
31
Portfolio P/E
42.87
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%