Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Tamohara - TRUFFLE
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%
8.72%
6 Months
16.32%
28.59%
1 Year
11.67%
28.02%
3 Years
19.26%
18.67%
5 Years
13.96%
17.18%
Since Inception
16.00%
20.03%
Fund Age
12 yrs
5 yrs 4 mo
AUM
₹725.3 Cr
₹221.27 Cr
Alpha – 1 Year
6.95%
28.37%
Alpha – 3 Years
7.18%
9.68%
Information Ratio – 3 Years
0.87
0.87
Volatility – 1 Year
21.97%
22.32%
Volatility – 3 Years
19.77%
17.88%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.37
0.99
Sharpe Ratio – 3 Years
0.73
0.81
Worst Rolling Year
-10.23%
13.69%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−25.02%
−20.50%
Recovery Period
525 days
429 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 19% · M 4% · S 74%
Number of Stocks
34
29
Portfolio P/E
42.87
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –