Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Turtle Wealth - Profit Mantra
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Quest Investment Managers – Multi
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.28%
7.48%
6 Months
16.32%
9.42%
1 Year
11.67%
28.25%
3 Years
19.26%
18.47%
5 Years
13.96%
21.31%
Since Inception
16.00%
21.69%
Fund Age
12 yrs
5 yrs
AUM
₹725.3 Cr
₹79.02 Cr
Alpha – 1 Year
6.95%
23.53%
Alpha – 3 Years
7.18%
6.38%
Information Ratio – 3 Years
0.87
0.27
Volatility – 1 Year
21.97%
18.12%
Volatility – 3 Years
19.77%
27.25%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.37
1.18
Sharpe Ratio – 3 Years
0.73
0.56
Worst Rolling Year
-10.23%
15.67%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−25.02%
−30.64%
Recovery Period
525 days
114 days
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 10% · M 9% · S 69%
Number of Stocks
34
34
Portfolio P/E
42.87
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%