Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
16.32%
12.02%
1 Year
11.67%
4.98%
3 Years
19.26%
—
5 Years
13.96%
—
Since Inception
16.00%
2.03%
Fund Age
12 yrs
1 yr 10 mo
AUM
₹725.3 Cr
₹167.29 Cr
Alpha – 1 Year
6.95%
0.26%
Alpha – 3 Years
7.18%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.97%
26.96%
Volatility – 3 Years
19.77%
—
Beta – 1 Year
1.15
1.44
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.10
Sharpe Ratio – 3 Years
0.73
—
Worst Rolling Year
-10.23%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−25.02%
−22.46%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
—
Median Rolling Year
18.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
M 5% · S 94%
Number of Stocks
34
20
Portfolio P/E
42.87
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 1.5% / 0%