AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Quest Investment Managers – Smart Alpha Sector Rotation
IRRSince inception11.81%
Alpha (3Y)−1.86%
3Y return10.09%
Fund age4 yrs 3 mo
Growth of₹Cr
Quest Investment Managers Smart Alpha Sector Rotation
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Quest Investment Managers Smart Alpha Sector Rotation | −0.12% | −4.77% | −5.92% | 10.09% | — | 11.81% |
| Nifty 500 | −1.02% | 4.40% | −0.60% | 11.47% | — | 12.72% |
| Excess over benchmark | 0.90% | −9.17% | −5.32% | −1.38% | — | −0.91% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
18.70%
Benchmark approx 14.83%
A standard deviation reflecting historical swings.
Sensitivity
1.07
Beta vs benchmark 1.00 · 7% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.34
Sharpe
Excess return gained per unit of volatility.
Capture ratio
106 / 122
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −28.14% from its 24 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−28.14%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 31 Mar 2026 | −28.14% | 553 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak24 Sep 2024
Trough31 Mar 2026
Depth−28.14%
Fell over553 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
23
Avg market cap
₹1.03 L Cr
Asset class
Equity
Market cap
Large cap36.95%
Mid cap25.17%
Small cap28.45%
Cash & others9.43%
As on 31 Aug 2026
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