Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
16.32%
6.00%
1 Year
11.67%
4.90%
3 Years
19.26%
18.50%
5 Years
13.96%
—
Since Inception
16.00%
16.60%
Fund Age
12 yrs
3 yrs
AUM
₹725.3 Cr
₹209.72 Cr
Alpha – 1 Year
6.95%
0.20%
Alpha – 3 Years
7.18%
6.40%
Information Ratio – 3 Years
0.87
1.16
Volatility – 1 Year
21.97%
19.79%
Volatility – 3 Years
19.77%
17.07%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.13
1.05
Sharpe Ratio – 1 Year
0.37
0.07
Sharpe Ratio – 3 Years
0.73
0.81
Worst Rolling Year
-10.23%
18.52%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−25.02%
−19.68%
Recovery Period
525 days
230 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 67% · M 33%
Number of Stocks
34
24
Portfolio P/E
42.87
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%