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) |
|---|---|---|---|
| -6.42% | 0.95 | 15.48% | 62.11% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.8% | 7.6% | 4.0% | 0.1% | 28.4% | 23.3% | 10.2% | - | 15.2% |
| Nifty 500 | 4.5% | 8.5% | 7.1% | 5.3% | 27.9% | 19.5% | 12.0% | - | 12.0% |
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 Multi PMS | Multi Cap | Mr. Aniruddha Sarkar | 05 August 2014 | 8Y 1M | 852 | Nifty 500 | 15.2% | 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 | -1.17% | -6.26% | 62.11% | -7.43% | 0.73 | 15.48% | -0.69 | 4.45% | 0.36 | 52.63 % |
| Nifty 500 | -1.70% | -4.72% | -6.42% | 0.95 | 3.63% | 0.34 | 53.68 % | |||
| Nifty Midcap 100 | -5.27% | 0.14% | -5.13% | 0.87 | 1.89% | 0.18 | 46.32 % | |||
| Nifty Smallcap 100 | 0.11% | 6.07% | 6.18% | 0.67 | 6.68% | 0.52 | 49.47 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| STATE BANK OF INDIA | 6.86 |
| RELIANCE INDUSTRIES LTD | 6.33 |
| ICICI BANK LTD | 5.63 |
| INFOSYS LTD | 5.01 |
| BAJAJ FINSERV LTD | 4.95 |
| COAL INDIA LTD | 4.37 |
| POLYCAB INDIA LTD | 3.96 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 3.86 |
| HIL LTD | 3.51 |
| TATA CONSUMER PRODUCTS LTD | 3.45 |
| Top 10 Equity Holdings | 47.94 |
Sector Allocation
| Holding | % |
|---|---|
| Chemicals | 8.14 |
| Cement & Cement Products | 10.40 |
| Pharma | 13.81 |
| Financial Services | 16.79 |
| Information Technology | 18.64 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 67.9 |
| Mid Cap | 19.7 |
| Small Cap | 3.4 |
| Cash | 9.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Quest Investment PMS
Which is the best company through which an investor can invest in Quest Investment Advisors Multi PMS Portfolio?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Aug 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 Jun 22.
