Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
16.32%
10.94%
1 Year
11.67%
1.03%
3 Years
19.26%
11.45%
5 Years
13.96%
15.19%
Since Inception
16.00%
27.03%
Fund Age
12 yrs
5 yrs 11 mo
AUM
₹725.3 Cr
₹298.71 Cr
Alpha – 1 Year
6.95%
−3.69%
Alpha – 3 Years
7.18%
−0.64%
Information Ratio – 3 Years
0.87
-0.04
Volatility – 1 Year
21.97%
27.68%
Volatility – 3 Years
19.77%
23.40%
Beta – 1 Year
1.15
1.45
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.37
-0.03
Sharpe Ratio – 3 Years
0.73
0.35
Worst Rolling Year
-10.23%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−25.02%
—
Recovery Period
525 days
—
1-Year Rolling Windows Positive
93.09%
—
Median Rolling Year
18.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 2% · M 2% · S 86%
Number of Stocks
34
36
Portfolio P/E
42.87
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%