Quest Investment Advisors Multi PMS Portfolio


Key Portfolio Attributes

Mr. Aniruddha Sarkar

Inception Date: 05 Aug 2014

Number of Stocks: 30

Fund Manager Name: Mr. Aniruddha Sarkar

Fund Manager Qualification: B.Com, MBA Finance

Fund Manager Experience: Mr. Aniruddha Sarkar has 14 years of experience

Investment Objective

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.

Investment Strategy

Adopt a more bottom up approach in identifying companies which meet our selection parameters from any sector. Have 40-50% allocation into stable earnings growth companies, have 20-30% into companies which can see significant P/E expansion and remaining 20-20% into companies which are deep value and have been beaten down owing to temporary negativity in the sector or company. Avoid structurally weak themes. Manage cash levels actively in the portfolio and keep booking profits from time to time.

Investment Philosophy

Our investment philosophy involves looking for companies which meets the following criteria:

• Unquestionable management track record on ethics and execution capability

• Strong leadership position (among the top 3 players) in its domain and within the industry, with strong pricing power and not a ‘me too’ player

• Companies which have exponential growth potential leading to significant P/E re-rating possibility in future

• Strong cash flows and ability to pass through difficult times owing to strong balance sheet

• Manageable leverage in books lower than industry average

• Valuation comfort with enough margin of safety




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.8%7.6%4.0%0.1%28.4%23.3%10.2%-15.2%
Nifty 5004.5%8.5%7.1%5.3%27.9%19.5%12.0%-12.0%



QRC Report Card *




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

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From the Founders & Managers of Quest Investment PMS

What to expect from Quest Multi PMS?

With Quest Multi PMS you can expect to benefit from over three decades of experience of the investment team. It is a Multicap portfolio with some unique differentiation features as follows:

  • The portfolio is a perfect blend of value and growth stocks
  • It uses Sector rotation and stock rotation to be ahead of the market
  • Stocks held in the scheme have minimal overlap with most top tier multicap PMS and hence adds lot of diversifications to your overall equity allocation
  • The portfolio stocks are picked keeping margin of safety and valuation in mind
  • The portfolio manager takes active cash calls during extreme market conditions
  • The scheme is a relatively active style of management and profit booking is also done from time to time

We strive to identify the next best trends in the market and participate in it at an appropriate time.

Who should invest in this PMS?

The investment team of Quest PMS brings over 100 years of collective experience in the Indian equity markets and diverse experience from working in various large asset management houses in the past. Quest is one of the oldest PMS houses in India with its schemes running since the last 14 years plus. The investment philosophy and strategy of Quest PMS is tried and tested over multiple economic and market cycles of last 14 years. The focus is on building long term sustainable returns with minimum exposure to risk in the portfolios.

In equities, experience Quest Multi PMS is an offering from an Asset Manager which has been in Indian Equities since 1987. Over 100 years of collective experience deployed to identify investment ideas which could enable investors to build sustainable long-term returns.

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.




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