Quest Smart Alpha – Sector Rotation Fund- Category III AIF


Key Portfolio Attributes

Fund Category: Category III AIF

Structure: Closed Ended

No. of stocks: Around 3 – 5 stocks per sector/theme at any point of time. Around 15-20 stocks at portfolio level

Fund Manager’s Name: Mr. Aniruddha Sarkar

Fund Manager’s Experience: 15+ years

Fund Manager’s Qualification: B.Com, MBA Finance

Investment Objective

The investment objective of the Quest Smart Alpha – Sector Rotation Fund- Category III AIF is to identify the right sectors & companies at the right time and have a concentrated exposure in them

Investment Philosophy

The investment philosophy of the Quest Smart Alpha – Sector Rotation Fund- Category III AIF is Active management with pure focus on themes playing out as per our expectation and shifting to next emerging theme within the tenure of the fund.

Investment Strategy

The investment strategy of the Quest Smart Alpha – Sector Rotation Fund- Category III AIF is:

• Focus on Sector Rotation actively
• Follow company rotation within selected themes depending on risk reward framework
• Look for policy changes and Macro developments which throw up new themes which benefit
• Reduce or exit from companies when valuations reach the peak cycle multiples
• Don’t overpay for businesses; keep an eye on valuations
• Be active in managing cash levels in portfolio taking advantage of sharp swings in market



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions