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) |
---|---|---|---|
4.79% | 0.74 | 11.02% | 64.18% |
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 | 4.16% | 13.41% | 30.48% | 54.75% | 31.53% | 17.07% | 22.60% | 16.94% | 17.93% |
BSE 500 TRI | 2.09% | 7.65% | 20.20% | 41.12% | 28.71% | 18.39% | 22.39% | 15.58% | 11.74% |
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 0M | BSE 500 TRI | 17.93% | 30 | 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 | 15.62% | 1.35% | 64.18% | 16.97% | 0.59 | 11.02% | 3.48 | 8.10% | 0.57 | 55.22 % |
Nifty 500 | 7.48% | -2.69% | 4.79% | 0.74 | 7.16% | 0.55 | 56.72 % | |||
Nifty Midcap 100 | -8.46% | -5.33% | -13.79% | 0.57 | 4.05% | 0.31 | 49.25 % | |||
Nifty Smallcap 100 | -15.98% | -10.95% | -26.93% | 0.51 | 8.25% | 0.51 | 55.72 % |
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 | 45 |
Mid Cap | 14 |
Small Cap | 38 |
Cash | 3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 30 Sep 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 Jun 24.