Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
ValueQuest - Platinum
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%
2.62%
6 Months
16.32%
20.31%
1 Year
11.67%
5.50%
3 Years
19.26%
14.22%
5 Years
13.96%
16.13%
Since Inception
16.00%
18.70%
Fund Age
12 yrs
9 yrs 8 mo
AUM
₹725.3 Cr
₹3,491.64 Cr
Alpha – 1 Year
6.95%
2.52%
Alpha – 3 Years
7.18%
2.33%
Information Ratio – 3 Years
0.87
0.19
Volatility – 1 Year
21.97%
25.24%
Volatility – 3 Years
19.77%
21.26%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.37
0.11
Sharpe Ratio – 3 Years
0.73
0.48
Worst Rolling Year
-10.23%
-9.34%
Value at Worst Rolling Year
₹0.90 Cr
₹0.91 Cr
Deepest Drawdown
−25.02%
−6.25%
Recovery Period
525 days
13 days
1-Year Rolling Windows Positive
93.09%
93.29%
Median Rolling Year
18.93%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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% / 1% / 1%