Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SBI AEON ALPHA PMS
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%
0.41%
6 Months
16.32%
20.81%
1 Year
11.67%
15.63%
3 Years
19.26%
13.76%
5 Years
13.96%
—
Since Inception
16.00%
14.77%
Fund Age
12 yrs
4 yrs 6 mo
AUM
₹725.3 Cr
₹751.68 Cr
Alpha – 1 Year
6.95%
16.06%
Alpha – 3 Years
7.18%
5.19%
Information Ratio – 3 Years
0.87
0.25
Volatility – 1 Year
21.97%
18.90%
Volatility – 3 Years
19.77%
16.75%
Beta – 1 Year
1.15
0.89
Beta – 3 Years
1.13
0.79
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.73
0.53
Worst Rolling Year
-10.23%
13.60%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−25.02%
−21.60%
Recovery Period
525 days
476 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 16% · M 11% · S 70%
Number of Stocks
34
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%