Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
1.47%
6 Months
16.32%
5.42%
1 Year
11.67%
9.64%
3 Years
19.26%
10.36%
5 Years
13.96%
7.75%
Since Inception
16.00%
11.08%
Fund Age
12 yrs
9 yrs 11 mo
AUM
₹725.3 Cr
₹66.05 Cr
Alpha – 1 Year
6.95%
9.99%
Alpha – 3 Years
7.18%
1.36%
Information Ratio – 3 Years
0.87
0.51
Volatility – 1 Year
21.97%
17.05%
Volatility – 3 Years
19.77%
14.23%
Beta – 1 Year
1.15
1.05
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.37
0.31
Sharpe Ratio – 3 Years
0.73
0.40
Worst Rolling Year
-10.23%
0.57%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−25.02%
−17.08%
Recovery Period
525 days
233 days
1-Year Rolling Windows Positive
93.09%
99.96%
Median Rolling Year
18.93%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 84% · M 12%
Number of Stocks
34
23
Portfolio P/E
42.87
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—