Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Silver Arch - India Equity 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%
6.91%
6 Months
16.32%
15.63%
1 Year
11.67%
20.01%
3 Years
19.26%
17.10%
5 Years
13.96%
15.64%
Since Inception
16.00%
13.05%
Fund Age
12 yrs
8 yrs 11 mo
AUM
₹725.3 Cr
₹46.46 Cr
Alpha – 1 Year
6.95%
15.29%
Alpha – 3 Years
7.18%
5.01%
Information Ratio – 3 Years
0.87
0.88
Volatility – 1 Year
21.97%
20.61%
Volatility – 3 Years
19.77%
19.98%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
0.37
0.73
Sharpe Ratio – 3 Years
0.73
0.85
Worst Rolling Year
-10.23%
-3.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.96 Cr
Deepest Drawdown
−25.02%
−27.72%
Recovery Period
525 days
476 days
1-Year Rolling Windows Positive
93.09%
93.14%
Median Rolling Year
18.93%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 27% · M 34% · S 33%
Number of Stocks
34
25
Portfolio P/E
42.87
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%