Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.28%
9.87%
6 Months
16.32%
46.37%
1 Year
11.67%
29.61%
3 Years
19.26%
24.62%
5 Years
13.96%
—
Since Inception
16.00%
39.89%
Fund Age
12 yrs
20 mo
AUM
₹725.3 Cr
₹147.17 Cr
Alpha – 1 Year
6.95%
24.89%
Alpha – 3 Years
7.18%
12.53%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.97%
25.97%
Volatility – 3 Years
19.77%
29.84%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.92
Sharpe Ratio – 3 Years
0.73
1.29
Worst Rolling Year
-10.23%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−25.02%
−21.24%
Recovery Period
525 days
58 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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%