Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Unifi Insider Shadow*
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%
4.21%
6 Months
16.32%
10.07%
1 Year
11.67%
9.44%
3 Years
19.26%
8.18%
5 Years
13.96%
8.16%
Since Inception
16.00%
14.06%
Fund Age
12 yrs
16 yrs 4 mo
AUM
₹725.3 Cr
₹85.99 Cr
Alpha – 1 Year
6.95%
4.72%
Alpha – 3 Years
7.18%
−3.91%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.97%
17.03%
Volatility – 3 Years
19.77%
—
Beta – 1 Year
1.15
0.92
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.30
Sharpe Ratio – 3 Years
0.73
—
Worst Rolling Year
-10.23%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−25.02%
—
Recovery Period
525 days
—
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%
—
Number of Stocks
34
—
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%
—
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—