Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
3.93%
6 Months
16.32%
25.32%
1 Year
11.67%
18.21%
3 Years
19.26%
32.70%
5 Years
13.96%
23.63%
Since Inception
16.00%
28.38%
Fund Age
12 yrs
7 yrs 10 mo
AUM
₹725.3 Cr
₹8,686.39 Cr
Alpha – 1 Year
6.95%
13.49%
Alpha – 3 Years
7.18%
20.61%
Information Ratio – 3 Years
0.87
1.92
Volatility – 1 Year
21.97%
22.97%
Volatility – 3 Years
19.77%
19.40%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.37
0.61
Sharpe Ratio – 3 Years
0.73
1.30
Worst Rolling Year
-10.23%
17.00%
Value at Worst Rolling Year
₹0.90 Cr
₹1.17 Cr
Deepest Drawdown
−25.02%
−22.23%
Recovery Period
525 days
227 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 37% · M 30% · S 25%
Number of Stocks
34
43
Portfolio P/E
42.87
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%