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) |
---|---|---|---|
-5.78% | 1.14 | 17.33% | 63.89% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -4.80% | 0.20% | 12.50% | -6.50% | 13.10% | 16.50% | 5.90% | 15.50% | 15.90% |
Nifty 500 | -3.10% | 4.20% | 15.40% | 3.00% | 15.80% | 16.10% | 10.20% | 12.50% | 8.40% |
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 3M | 713 | Nifty 500 | 15.90% | 24 | 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 | 1.84% | -6.13% | 63.89% | -4.29% | 1.23 | 17.33% | -0.63 | 8.32% | 0.57 | 55.56 % |
Nifty 500 | -0.19% | -5.59% | -5.78% | 1.14 | 7.87% | 0.59 | 56.67 % | |||
Nifty Midcap 100 | -5.79% | -2.41% | -8.20% | 0.86 | 5.76% | 0.43 | 51.11 % | |||
Nifty Smallcap 100 | 2.89% | 4.5% | 7.39% | 0.72 | 10.90% | 0.66 | 57.22 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
RELIANCE INDUSTRIES LTD | 7.80 |
STATE BANK OF INDIA | 6.80 |
TATA MOTORS LTD DVR | 6.80 |
HDFC LTD | 6.30 |
BAJAJ FINSERV LTD | 6.00 |
ICICI BANK LTD | 6.00 |
ZOMATO LTD | 4.80 |
COAL INDIA LTD | 4.10 |
AMBUJA CEMENTS LTD. | 3.90 |
HINDUSTAN AERONAUTIC | 3.60 |
Top 10 Equity Holdings | 56.10 |
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 | 78.70 |
Mid Cap | 13.30 |
Small Cap | 2.40 |
Cash | 5.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 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 Sep 22.