Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
16.32%
13.10%
1 Year
11.67%
18.11%
3 Years
19.26%
14.56%
5 Years
13.96%
8.71%
Since Inception
16.00%
13.67%
Fund Age
12 yrs
11 yrs 2 mo
AUM
₹725.3 Cr
₹138.06 Cr
Alpha – 1 Year
6.95%
18.46%
Alpha – 3 Years
7.18%
5.57%
Information Ratio – 3 Years
0.87
0.62
Volatility – 1 Year
21.97%
22.83%
Volatility – 3 Years
19.77%
16.72%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.37
0.61
Sharpe Ratio – 3 Years
0.73
0.55
Worst Rolling Year
-10.23%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−25.02%
−17.10%
Recovery Period
525 days
115 days
1-Year Rolling Windows Positive
93.09%
92.53%
Median Rolling Year
18.93%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 26% · S 42%
L 38% · M 14% · S 45%
Number of Stocks
34
18
Portfolio P/E
42.87
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%