Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Sundaram Alternate - Rising Stars
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Quest Investment Managers – Multi
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
16.32%
31.10%
1 Year
11.67%
52.47%
3 Years
19.26%
17.74%
5 Years
13.96%
16.38%
Since Inception
16.00%
15.58%
Fund Age
12 yrs
16 yrs 9 mo
AUM
₹725.3 Cr
₹132.42 Cr
Alpha – 1 Year
6.95%
47.75%
Alpha – 3 Years
7.18%
5.65%
Information Ratio – 3 Years
0.87
0.46
Volatility – 1 Year
21.97%
26.74%
Volatility – 3 Years
19.77%
21.32%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.37
1.52
Sharpe Ratio – 3 Years
0.73
0.68
Worst Rolling Year
-10.23%
-15.93%
Value at Worst Rolling Year
₹0.90 Cr
₹0.84 Cr
Deepest Drawdown
−25.02%
−20.79%
Recovery Period
525 days
134 days
1-Year Rolling Windows Positive
93.09%
89.14%
Median Rolling Year
18.93%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 29% · M 26% · S 42%
M 9% · S 83%
Number of Stocks
34
26
Portfolio P/E
42.87
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%