Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Quest Investment Managers – Multi
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
16.32%
−1.47%
1 Year
11.67%
6.66%
3 Years
19.26%
11.29%
5 Years
13.96%
13.68%
Since Inception
16.00%
15.03%
Fund Age
12 yrs
5 yrs 7 mo
AUM
₹725.3 Cr
₹138.83 Cr
Alpha – 1 Year
6.95%
7.01%
Alpha – 3 Years
7.18%
2.30%
Information Ratio – 3 Years
0.87
0.23
Volatility – 1 Year
21.97%
16.50%
Volatility – 3 Years
19.77%
16.10%
Beta – 1 Year
1.15
0.93
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.37
0.15
Sharpe Ratio – 3 Years
0.73
0.41
Worst Rolling Year
-10.23%
11.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−25.02%
−21.42%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
—
Number of Stocks
34
18
Portfolio P/E
42.87
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%