Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Right Horizons - Perennial
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%
−0.19%
6 Months
16.32%
11.46%
1 Year
11.67%
8.21%
3 Years
19.26%
12.09%
5 Years
13.96%
11.81%
Since Inception
16.00%
13.34%
Fund Age
12 yrs
5 yrs 3 mo
AUM
₹725.3 Cr
₹34.29 Cr
Alpha – 1 Year
6.95%
5.23%
Alpha – 3 Years
7.18%
0.21%
Information Ratio – 3 Years
0.87
0.17
Volatility – 1 Year
21.97%
24.84%
Volatility – 3 Years
19.77%
21.42%
Beta – 1 Year
1.15
1.25
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
0.37
0.21
Sharpe Ratio – 3 Years
0.73
0.49
Worst Rolling Year
-10.23%
7.11%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−25.02%
−34.77%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 5% · M 7% · S 69%
Number of Stocks
34
37
Portfolio P/E
42.87
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%