Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SMC Global - Growth
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%
5.80%
6 Months
16.32%
20.03%
1 Year
11.67%
17.27%
3 Years
19.26%
12.81%
5 Years
13.96%
11.98%
Since Inception
16.00%
14.70%
Fund Age
12 yrs
6 yrs 10 mo
AUM
₹725.3 Cr
₹201.68 Cr
Alpha – 1 Year
6.95%
12.55%
Alpha – 3 Years
7.18%
0.73%
Information Ratio – 3 Years
0.87
0.15
Volatility – 1 Year
21.97%
22.73%
Volatility – 3 Years
19.77%
20.11%
Beta – 1 Year
1.15
1.17
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.37
0.58
Sharpe Ratio – 3 Years
0.73
0.44
Worst Rolling Year
-10.23%
7.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−25.02%
−25.65%
Recovery Period
525 days
520 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 38% · M 4% · S 49%
Number of Stocks
34
24
Portfolio P/E
42.87
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%