Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
3.29%
6 Months
16.32%
14.68%
1 Year
11.67%
11.65%
3 Years
19.26%
7.09%
5 Years
13.96%
8.41%
Since Inception
16.00%
10.45%
Fund Age
12 yrs
10 yrs 5 mo
AUM
₹725.3 Cr
₹24.48 Cr
Alpha – 1 Year
6.95%
12.00%
Alpha – 3 Years
7.18%
−1.90%
Information Ratio – 3 Years
0.87
-0.12
Volatility – 1 Year
21.97%
20.48%
Volatility – 3 Years
19.77%
16.32%
Beta – 1 Year
1.15
1.11
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.37
0.36
Sharpe Ratio – 3 Years
0.73
0.15
Worst Rolling Year
-10.23%
-5.06%
Value at Worst Rolling Year
₹0.90 Cr
₹0.95 Cr
Deepest Drawdown
−25.02%
−24.00%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
92.00%
Median Rolling Year
18.93%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 41% · M 5% · S 35%
Number of Stocks
34
31
Portfolio P/E
42.87
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –