Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
16.32%
6.39%
1 Year
11.67%
0.37%
3 Years
19.26%
11.18%
5 Years
13.96%
—
Since Inception
16.00%
4.21%
Fund Age
12 yrs
4 yrs 6 mo
AUM
₹725.3 Cr
₹59.82 Cr
Alpha – 1 Year
6.95%
−2.61%
Alpha – 3 Years
7.18%
−0.71%
Information Ratio – 3 Years
0.87
0.13
Volatility – 1 Year
21.97%
22.91%
Volatility – 3 Years
19.77%
17.96%
Beta – 1 Year
1.15
1.09
Beta – 3 Years
1.13
1.01
Sharpe Ratio – 1 Year
0.37
-0.11
Sharpe Ratio – 3 Years
0.73
0.38
Worst Rolling Year
-10.23%
3.87%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−25.02%
−25.26%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 40% · M 26% · S 33%
Number of Stocks
34
35
Portfolio P/E
42.87
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%