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) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
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 | 11Y 1M | BSE 500 TRI | 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 | 9.81% | 638.41% | 63.28% | 648.22% | 1.18 | 20.42% | 26.72 | 27.93% | 2.28 | 57.03 % |
Nifty 500 | 10.35% | 638.1% | 648.45% | 1.25 | 26.63% | 2.57 | 57.81 % | |||
Nifty Midcap 100 | 5.23% | 639.4% | 644.63% | 1.03 | 22.98% | 2.23 | 46.88 % | |||
Nifty Smallcap 100 | 10.87% | 638.63% | 649.50% | 0.84 | 27.18% | 2.20 | 49.22 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of PMS
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We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 July 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.