Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
16.32%
7.38%
1 Year
11.67%
6.08%
3 Years
19.26%
8.22%
5 Years
13.96%
7.99%
Since Inception
16.00%
12.63%
Fund Age
12 yrs
9 yrs 9 mo
AUM
₹725.3 Cr
₹145.75 Cr
Alpha – 1 Year
6.95%
1.36%
Alpha – 3 Years
7.18%
−3.87%
Information Ratio – 3 Years
0.87
-0.60
Volatility – 1 Year
21.97%
20.08%
Volatility – 3 Years
19.77%
16.27%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.37
0.13
Sharpe Ratio – 3 Years
0.73
0.24
Worst Rolling Year
-10.23%
-1.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.98 Cr
Deepest Drawdown
−25.02%
−19.25%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
98.75%
Median Rolling Year
18.93%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 62% · M 20% · S 7%
Number of Stocks
34
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
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%