Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
True-Equity Factor Quant
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%
1.09%
6 Months
16.32%
3.47%
1 Year
11.67%
−3.80%
3 Years
19.26%
11.26%
5 Years
13.96%
—
Since Inception
16.00%
13.40%
Fund Age
12 yrs
3 yrs 11 mo
AUM
₹725.3 Cr
₹143.29 Cr
Alpha – 1 Year
6.95%
−6.78%
Alpha – 3 Years
7.18%
−0.63%
Information Ratio – 3 Years
0.87
-0.10
Volatility – 1 Year
21.97%
15.14%
Volatility – 3 Years
19.77%
16.91%
Beta – 1 Year
1.15
0.83
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.37
-0.54
Sharpe Ratio – 3 Years
0.73
0.40
Worst Rolling Year
-10.23%
11.18%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−25.02%
−27.14%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
—
Number of Stocks
34
50
Portfolio P/E
42.87
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
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%