Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Valtrust Momentum
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%
4.78%
6 Months
16.32%
15.08%
1 Year
11.67%
13.63%
3 Years
19.26%
16.91%
5 Years
13.96%
—
Since Inception
16.00%
23.12%
Fund Age
12 yrs
3 yrs 7 mo
AUM
₹725.3 Cr
₹78.91 Cr
Alpha – 1 Year
6.95%
8.91%
Alpha – 3 Years
7.18%
4.82%
Information Ratio – 3 Years
0.87
0.40
Volatility – 1 Year
21.97%
20.25%
Volatility – 3 Years
19.77%
21.43%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.13
1.18
Sharpe Ratio – 1 Year
0.37
0.47
Sharpe Ratio – 3 Years
0.73
0.59
Worst Rolling Year
-10.23%
15.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−25.02%
−29.56%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 15% · M 30% · S 55%
Number of Stocks
34
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%