PMS · Equity · Multi Cap
Quest Investment Managers – Multi
Fund size₹725 Cr
Alpha (3Y)6.11%
3Y return19.26%
Fund age12 yrs
Growth of₹Cr
Quest Investment Managers Multi
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Quest Investment Managers Multi | 12.56% | 11.67% | 3.98% | 19.26% | 13.96% | 16.00% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.08% | 10.90% | 12.99% |
| Excess over benchmark | 13.58% | 6.95% | 4.09% | 7.18% | 3.06% | 3.01% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.77%
Benchmark approx 14.85%
A standard deviation reflecting historical swings.
Sensitivity
1.13
Beta vs benchmark 1.00 · 13% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.73
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 98
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.02% from its 15 Oct 2024 peak to a 03 Mar 2025 trough, and recovered on 10 Aug 2026 after 525 days.
Max drawdowns
−25.02%
Recovery period
525 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Oct 2024 | 03 Mar 2025 | −25.02% | 139 days | 10 Aug 2026 | 525 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak15 Oct 2024
Trough03 Mar 2025
Depth−25.02%
Fell over139 days
Recovered10 Aug 2026
Recovery took525 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
34
P/E ratio
42.87
P/B ratio
4.32
Dividend yield
0.14%
Avg market cap
₹1.17 L Cr
Asset class
Equity
Market cap
Large cap29.32%
Mid cap26.12%
Small cap41.77%
Cash & others2.79%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 16.33% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee12% of profit
Hurdle RateAbove 8%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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