Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
11.42%
6 Months
16.32%
35.03%
1 Year
11.67%
37.21%
3 Years
19.26%
27.05%
5 Years
13.96%
21.76%
Since Inception
16.00%
19.33%
Fund Age
12 yrs
6 yrs 10 mo
AUM
₹725.3 Cr
₹2,975 Cr
Alpha – 1 Year
6.95%
23.77%
Alpha – 3 Years
7.18%
6.78%
Information Ratio – 3 Years
0.87
5.24
Volatility – 1 Year
21.97%
18.59%
Volatility – 3 Years
19.77%
19.39%
Beta – 1 Year
1.15
1.23
Beta – 3 Years
1.13
1.12
Sharpe Ratio – 1 Year
0.37
1.44
Sharpe Ratio – 3 Years
0.73
0.98
Worst Rolling Year
-10.23%
-6.18%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−25.02%
—
Recovery Period
525 days
—
1-Year Rolling Windows Positive
93.09%
92.59%
Median Rolling Year
18.93%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
—
Number of Stocks
34
14
Portfolio P/E
42.87
25.70
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%
—
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%