Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 25-30 listed companies in India with a higher allocation towards midcaps and small caps.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 25.20% | 0.82 | 12.83% | 63.41% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Quest Investment Multi PMS | 0.96% | 0.76% | 15.98% | 52.68% | 30.72% | 21.48% | 25.72% | 17.51% | 18.14% |
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 20.01% | 16.83% | 19.56% | 13.96% | 14.87% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Quest Investment Multi PMS | Multi Cap | Mr. Aniruddha Sarkar | 05 August 2014 | 10Y 4M | BSE 500 TRI | 18.14% | 33 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.72% | 20.66% | 63.41% | 33.38% | 0.78 | 12.83% | 4.40 | 6.75% | 0.57 | 56.91 % |
| Nifty 500 | 6.77% | 18.43% | 25.20% | 0.82 | 4.99% | 0.49 | 57.72 % | |||
| Nifty Midcap 100 | -3.03% | 18.95% | 15.92% | 0.67 | 1.05% | 0.10 | 47.15 % | |||
| Nifty Smallcap 100 | -4.63% | 17.82% | 13.19% | 0.55 | 4.53% | 0.36 | 48.78 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 43 |
| Mid Cap | 14 |
| Small Cap | 42 |
| Cash | 2 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Quest Investment PMS
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
