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 | 7.99% | 15.05% | 24.88% | 42.05% | 30.87% | 15.94% | 17.81% | 16.09% | 17.34% |
BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | 30.88% | 19.93% | 19.95% | 15.24% | 11.43% |
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 9M | - | BSE 500 TRI | 17.34% | 27 | 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 | 15.04% | -0.46% | 64.14% | 14.58% | 0.54 | 9.17% | 4.30 | 7.72% | 0.54 | 55.05 % |
Nifty 500 | 7.67% | -3.61% | 4.06% | 0.66 | 7.01% | 0.54 | 56.57 % | |||
Nifty Midcap 100 | -9.30% | -7.57% | -16.87% | 0.50 | 4.14% | 0.31 | 48.99 % | |||
Nifty Smallcap 100 | -15.20% | -11.38% | -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 | 44.30 |
Mid Cap | 10.30 |
Small Cap | 37.70 |
Cash | 7.70 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 30 June 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.