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) |
---|---|---|---|
1.94% | 0.73 | 10.99% | 64.1% |
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 | 4.62% | 14.90% | 20.40% | 43.29% | 16.42% | 16.26% | 16.76% | 19.34% | 16.81% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.34% | 19.78% | 19.45% | 18.98% | 16.70% | 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 5M | - | BSE 500 TRI | 16.81% | 26 | 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 | 11.69% | -4.01% | 64.1% | 7.68% | 0.76 | 10.99% | 2.19 | 7.44% | 0.52 | 54.87 % |
Nifty 500 | 7.56% | -5.62% | 1.94% | 0.73 | 6.82% | 0.52 | 56.41 % | |||
Nifty Midcap 100 | -8.76% | -10.1% | -18.86% | 0.63 | 3.90% | 0.29 | 48.72 % | |||
Nifty Smallcap 100 | -13.69% | -14.22% | -27.91% | 0.58 | 8.20% | 0.51 | 55.90 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
HDFC BANK | 8.70 |
SBI CARDS | 5.70 |
ICICI BANK | 5.50 |
NIPPON LIFE INDIA ASSET MANAGEMENT LTD | 5.20 |
TRENT LTD | 4.60 |
ABB INDIA LTD | 4.60 |
ZOMATO LTD | 4.50 |
SKF INDIA LTD | 4.50 |
ONE 97 COMMUNICATIONS LTD | 4.30 |
TIMKEN INDIA LTD | 4.30 |
Top 10 Equity Holdings | 52.00 |
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 | 41.40 |
Mid Cap | 16.90 |
Small Cap | 38.60 |
Cash | 3.20 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 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 Dec 23.