Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
Wright Factor Fund
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%
10.96%
6 Months
16.32%
14.84%
1 Year
11.67%
16.93%
3 Years
19.26%
—
5 Years
13.96%
—
Since Inception
16.00%
20.33%
Fund Age
12 yrs
3 yrs
AUM
₹725.3 Cr
₹214.05 Cr
Alpha – 1 Year
6.95%
12.21%
Alpha – 3 Years
7.18%
—
Information Ratio – 3 Years
0.87
0.51
Volatility – 1 Year
21.97%
22.29%
Volatility – 3 Years
19.77%
21.03%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.73
0.72
Worst Rolling Year
-10.23%
18.92%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−25.02%
−27.91%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
L 12% · M 21% · S 55%
Number of Stocks
34
25
Portfolio P/E
42.87
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%