Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
16.32%
9.86%
1 Year
11.67%
32.16%
3 Years
19.26%
19.13%
5 Years
13.96%
12.16%
Since Inception
16.00%
16.12%
Fund Age
12 yrs
5 yrs 10 mo
AUM
₹725.3 Cr
₹170.31 Cr
Alpha – 1 Year
6.95%
27.44%
Alpha – 3 Years
7.18%
7.04%
Information Ratio – 3 Years
0.87
0.58
Volatility – 1 Year
21.97%
17.07%
Volatility – 3 Years
19.77%
17.73%
Beta – 1 Year
1.15
0.65
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.37
1.42
Sharpe Ratio – 3 Years
0.73
0.79
Worst Rolling Year
-10.23%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−25.02%
−30.82%
Recovery Period
525 days
429 days
1-Year Rolling Windows Positive
93.09%
99.71%
Median Rolling Year
18.93%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 11% · M 1% · S 72%
Number of Stocks
34
18
Portfolio P/E
42.87
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%