Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Solidarity Advisors - Prudence
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%
8.45%
6 Months
16.32%
29.49%
1 Year
11.67%
37.09%
3 Years
19.26%
18.49%
5 Years
13.96%
12.39%
Since Inception
16.00%
18.64%
Fund Age
12 yrs
10 yrs 3 mo
AUM
₹725.3 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.95%
32.37%
Alpha – 3 Years
7.18%
6.40%
Information Ratio – 3 Years
0.87
0.52
Volatility – 1 Year
21.97%
25.02%
Volatility – 3 Years
19.77%
18.27%
Beta – 1 Year
1.15
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.37
1.18
Sharpe Ratio – 3 Years
0.73
0.74
Worst Rolling Year
-10.23%
-0.28%
Value at Worst Rolling Year
₹0.90 Cr
₹1.00 Cr
Deepest Drawdown
−25.02%
−13.15%
Recovery Period
525 days
44 days
1-Year Rolling Windows Positive
93.09%
99.89%
Median Rolling Year
18.93%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 11% · S 71%
Number of Stocks
34
13
Portfolio P/E
42.87
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%