Quest Smart Alpha Sector Rotation Series II AIF: Returns, Portfolio & Fees

AIF · Equity · CAT III - LONG ONLY

Quest Smart Alpha Sector Rotation Series II

IRRSince inception3.05%

1Y return10.07%

Minimum investment₹1 Crore

Fund age1 yr 11 mo

Fund Manager

Rakesh Vyas

Fund Manager, Quest

Rakesh is the CIO and Fund Manager at Quest Investment Managers since April 2024. He brings with him 20 years of experience in the capital markets of which 14 years were with HDFC Mutual Fund.At HDFC Mutual Fund in his last role, he was managing HDFC Housing Opportunities and HDFC Infrastructure Fund from Jan 2020 to Jan 2024. HDFC Infrastructure fund was awarded Platinum award in Infrastructure fund category by Navbharat BFSI Awards 2023.He holds a Bachelor’s degree in Engineering and a PGDM in Business Administration.

Managing AUM₹406 Cr

Growth of₹Cr

Quest Smart Alpha Sector Rotation Series II

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Quest Smart Alpha Sector Rotation Series II	11.47%	10.07%	—	—	—	3.05%
NIFTY 500 Index	−1.02%	4.40%	—	—	—	−0.98%
Excess over benchmark	12.49%	5.67%	—	—	—	4.03%

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

18.85%

Benchmark approx 15.91%

A standard deviation reflecting historical swings.

Sensitivity

0.97

Beta vs benchmark 1.00 · 3% less reactive

How strongly the scheme moves with the index.

Risk-reward

0.32

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −17.26%, and recovered on 02 Jul 2026.

Max drawdowns

−17.26%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−17.26%	–	02 Jul 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−17.26%

Fell over–

Recovered02 Jul 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 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 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

Avg market cap

₹78,646 Cr

Asset class

Equity

Market cap

Large cap18.09%

Mid cap32.38%

Small cap38.47%

Cash & others11.06%

As on 31 Aug 2026

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