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) |
|---|---|---|---|
| 4.06% | 0.66 | 9.17% | 64.14% |
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 | -1.33% | 8.54% | 18.60% | 43.15% | 13.56% | 16.18% | 14.68% | 18.22% | 16.62% |
| BSE 500 TRI | 0.86% | 4.49% | 17.40% | 40.16% | 17.82% | 19.28% | 17.38% | 15.93% | 10.87% |
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 Flagship PMS | Multi Cap | Mr. Aniruddha Sarkar | 12 October 2007 | 16Y 6M | - | BSE 500 TRI | 16.62% | 22 | 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 | 14.85% | -0.27% | 64.14% | 14.58% | 0.54 | 9.17% | 4.30 | 7.72% | 0.54 | 55.05 % |
| Nifty 500 | 7.52% | -3.46% | 4.06% | 0.66 | 7.01% | 0.54 | 56.57 % | |||
| Nifty Midcap 100 | -9.42% | -7.45% | -16.87% | 0.50 | 4.14% | 0.31 | 48.99 % | |||
| Nifty Smallcap 100 | -15.29% | -11.29% | -26.58% | 0.44 | 8.59% | 0.53 | 56.06 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK | 9.20 |
| TRENT LTD | 7.00 |
| ZOMATO LTD | 6.80 |
| HDFC BANK | 5.80 |
| AJMERA REALTY & INFRA INDIA LTD | 5.30 |
| ABB INDIA LTD | 4.80 |
| TCS | 4.40 |
| INDIAN HOTELS | 4.00 |
| GMM PFAUDLER LTD | 3.90 |
| E I H LTD | 3.80 |
Sector Allocation
| Holding | % |
|---|---|
| FINANCIALS | 36.80 |
| CONSUMER | 18.90 |
| INDUSTRIALS | 16.00 |
| AUTO & AUTO ANC. | 7.20 |
| HOSPITALITY | 6.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 43.40 |
| Mid Cap | 6.20 |
| Small Cap | 40.00 |
| Cash | 10.30 |
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
Disclaimer
#Returns as of 31 Mar 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 Mar 24.
