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) |
---|---|---|---|
1.04% | 1.08 | 13.01% | 64.94% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -4.6% | -3.8% | -8.8% | 1.0% | 33.7% | 12.0% | 8.4% | 17.2% | 16.2% |
Nifty 500 | -4.5% | -1.3% | -3.6% | 6.8% | 34.4% | 12.9% | 11.1% | 13.7% | 8.2% |
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 | 14Y 8M | 747 | Nifty 500 | 16.2% | 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 | 5.22% | -2.1% | 64.94% | 3.12% | 0.87 | 13.01% | 1.41 | 8.83% | 0.60 | 55.75 % |
Nifty 500 | 2.75% | -1.71% | 1.04% | 1.08 | 8.48% | 0.63 | 56.90 % | |||
Nifty Midcap 100 | -4.40% | 1.08% | -3.32% | 0.92 | 6.58% | 0.49 | 52.30 % | |||
Nifty Smallcap 100 | -8.59% | 1.96% | -6.63% | 0.61 | 10.81% | 0.65 | 56.32 % |
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 | % |
---|---|
Materials | 6.94 |
Cement & Cement Products | 8.43 |
Pharma | 12.01 |
Information Technology | 20.08 |
Financial Services | 30.48 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 70.2 |
Mid Cap | 15.6 |
Small Cap | 4.8 |
Cash | 9.5 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.