Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SageOne - Smallcap 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%
0.91%
6 Months
16.32%
22.17%
1 Year
11.67%
13.49%
3 Years
19.26%
12.21%
5 Years
13.96%
11.23%
Since Inception
16.00%
22.14%
Fund Age
12 yrs
7 yrs 4 mo
AUM
₹725.3 Cr
₹1,280.4 Cr
Alpha – 1 Year
6.95%
8.77%
Alpha – 3 Years
7.18%
0.12%
Information Ratio – 3 Years
0.87
0.01
Volatility – 1 Year
21.97%
24.60%
Volatility – 3 Years
19.77%
22.41%
Beta – 1 Year
1.15
1.20
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.37
0.41
Sharpe Ratio – 3 Years
0.73
0.39
Worst Rolling Year
-10.23%
4.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−25.02%
−26.42%
Recovery Period
525 days
479 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
S 100%
Number of Stocks
34
18
Portfolio P/E
42.87
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%