Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
16.32%
8.08%
1 Year
11.67%
10.16%
3 Years
19.26%
15.60%
5 Years
13.96%
—
Since Inception
16.00%
19.84%
Fund Age
12 yrs
6 yrs 11 mo
AUM
₹725.3 Cr
₹3.18 Cr
Alpha – 1 Year
6.95%
7.18%
Alpha – 3 Years
7.18%
3.72%
Information Ratio – 3 Years
0.87
0.60
Volatility – 1 Year
21.97%
19.93%
Volatility – 3 Years
19.77%
18.09%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.13
1.14
Sharpe Ratio – 1 Year
0.37
0.31
Sharpe Ratio – 3 Years
0.73
0.60
Worst Rolling Year
-10.23%
14.68%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−25.02%
−19.38%
Recovery Period
525 days
493 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 31% · M 55% · S 12%
Number of Stocks
34
29
Portfolio P/E
42.87
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –