Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 20-25 listed companies in India.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
22.76% | 0.80 | 12.35% | 64.25% |
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 Flagship PMS | 3.09% | -2.33% | -12.05% | 1.76% | 22.37% | 13.35% | 21.87% | 13.71% | 16.14% |
BSE 500 TRI | 3.16% | 2.14% | -2.79% | 5.68% | 21.01% | 15.14% | 23.65% | 13.88% | 10.73% |
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 Flagship PMS | Multi Cap | Mr. Aniruddha Sarkar | 12 October 2007 | 17Y 7M | BSE 500 TRI | 16.14% | 30 | 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 | 11.98% | 17.14% | 64.25% | 29.12% | 0.72 | 12.35% | 2.77 | 8.60% | 0.61 | 56.52 % |
Nifty 500 | 7.78% | 14.98% | 22.76% | 0.80 | 7.65% | 0.60 | 57.97 % | |||
Nifty Midcap 100 | -1.04% | 15.1% | 14.06% | 0.72 | 4.42% | 0.34 | 49.76 % | |||
Nifty Smallcap 100 | -0.56% | 14.54% | 13.98% | 0.63 | 8.50% | 0.53 | 56.04 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.46 |
Mid Cap | 0.09 |
Small Cap | 0.36 |
Cash | 0.08 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 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 Dec 24.