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) |
|---|---|---|---|
| -1.77% | 0.80 | 12.84% | 61.82% |
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 Multi PMS | -2.20% | -1.76% | 12.45% | 9.26% | 4.30% | 21.17% | 14.83% | - | 14.37% |
| BSE 500 TRI | -2.86% | -1.43% | 10.89% | 9.63% | 6.73% | 22.01% | 15.34% | 13.62% | 12.94% |
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 | 9Y 3M | - | BSE 500 TRI | 14.37% | 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 | 5.86% | -5.9% | 61.82% | -0.04% | 0.72 | 12.84% | 0.87 | 4.43% | 0.37 | 53.64 % |
| Nifty 500 | 4.08% | -5.85% | -1.77% | 0.80 | 3.25% | 0.31 | 55.45 % | |||
| Nifty Midcap 100 | -8.70% | -8.64% | -17.34% | 0.80 | -0.42% | -0.04 | 44.55 % | |||
| Nifty Smallcap 100 | -10.58% | -11.75% | -22.33% | 0.62 | 4.05% | 0.32 | 48.18 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC BANK | 8.80 |
| ICICI BANK | 5.80 |
| ONE 97 COMMUNICATIONS LTD | 4.80 |
| DLF | 4.60 |
| ZOMATO LTD | 4.60 |
| ABB INDIA LTD | 4.50 |
| SKF INDIA LTD | 4.50 |
| TIMKEN INDIA LTD | 4.30 |
| TRENT LTD | 4.20 |
| TATA CONSUMER | 4.10 |
| Top 10 Equity Holdings | 50.30 |
Sector Allocation
| Holding | % |
|---|---|
| FINANCIALS | 29.00 |
| INDUSTRIALS | 15.90 |
| CONSUMER | 13.00 |
| AUTO & AUTO ANC. | 12.20 |
| CEMENT | 8.60 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 50.10 |
| Mid Cap | 21.80 |
| Small Cap | 21.40 |
| Cash | 6.70 |
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
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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 Oct 2023. 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 23.
