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) |
---|---|---|---|
-2.11% | 1.00 | 17.29% | 63.49% |
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 | 0.49% | 8.91% | 19.13% | 8.10% | 3.21% | 19.89% | 10.68% | 20.35% | 16.02% |
BSE 500 TRI | -0.61% | 7.73% | 17.34% | 11.34% | 9.15% | 23.31% | 12.55% | 16.43% | 10.03% |
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 | 15Y 11M | - | BSE 500 TRI | 16.02% | 25 | 5 |
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 | 3.17% | -4.16% | 63.49% | -0.99% | 1.01 | 17.29% | 0.98 | 7.62% | 0.53 | 55.03 % |
Nifty 500 | 1.79% | -3.9% | -2.11% | 1.00 | 7.27% | 0.55 | 57.14 % | |||
Nifty Midcap 100 | -8.95% | -5.6% | -14.55% | 0.91 | 4.91% | 0.37 | 49.74 % | |||
Nifty Smallcap 100 | -4.20% | -3.51% | -7.71% | 0.85 | 9.82% | 0.60 | 57.14 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
RELIANCE INDUSTRIES LTD | 6.35 |
STATE BANK OF INDIA | 6.34 |
ICICI BANK LTD | 6.30 |
TATA CONSULTANCY SERVICES LTD | 5.03 |
TATA MOTORS LTD DVR | 4.71 |
HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 4.49 |
BAJAJ FINSERV LTD | 3.95 |
GRASIM INDUSTRIES LTD | 3.78 |
TECH MAHINDRA LTD | 3.59 |
DIVI'S LABORATORIES LTD | 3.48 |
Top 10 Equity Holdings | 48.01 |
Sector Allocation
Holding | % |
---|---|
FINANCIALS | 27.80 |
CONSUMER | 12.40 |
ENERGY | 11.90 |
AUTO & AUTO ANC. | 9.90 |
IT & ITeS | 6.10 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 48.40 |
Mid Cap | 22.70 |
Small Cap | 20.80 |
Cash | 8.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 23.