Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 25-30 listed companies in India with a higher allocation towards midcaps and small caps.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|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 Multi PMS||Multi Cap||Mr. Aniruddha Sarkar||05 August 2014||7Y 10M||807||Nifty 500||14.6%||27||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||5.22%||2.25%||64.13%||7.47%||0.55||13.70%||1.66||5.34%||0.43||54.35 %|
|Nifty 500||2.75%||2.65%||5.40%||0.84||4.39%||0.41||55.43 %|
|Nifty Midcap 100||-4.40%||5.44%||1.04%||0.88||2.43%||0.23||45.65 %|
|Nifty Smallcap 100||-8.59%||6.31%||-2.28%||0.70||6.09%||0.47||48.91 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|STATE BANK OF INDIA||6.86|
|RELIANCE INDUSTRIES LTD||6.33|
|ICICI BANK LTD||5.63|
|BAJAJ FINSERV LTD||4.95|
|COAL INDIA LTD||4.37|
|POLYCAB INDIA LTD||3.96|
|HOUSING DEVELOPMENT FINANCE CORPORATION LTD||3.86|
|TATA CONSUMER PRODUCTS LTD||3.45|
|Top 10 Equity Holdings||47.94|
|Cement & Cement Products||10.40|
Market Cap Allocation
From the Founders & Managers of Quest Investment PMS
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#Returns as of 31 May 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 Mar 22.