Alternative Investment Funds (AIF)Compare Schemes
Accuracap - AlphaGen Next vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Accuracap - AlphaGen Next
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.90%
1.75%
6 Months
5.00%
6.35%
1 Year
1.70%
−4.77%
3 Years
7.90%
10.09%
5 Years
6.00%
—
Since Inception
9.60%
11.81%
Fund Age
7 yrs 7 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
−0.30%
−9.17%
Alpha – 3 Years
−2.80%
−1.38%
Information Ratio – 3 Years
-0.63
-0.09
Volatility – 1 Year
13.09%
20.07%
Volatility – 3 Years
13.74%
18.70%
Beta – 1 Year
0.71
1.09
Beta – 3 Years
0.80
1.07
Sharpe Ratio – 1 Year
-0.22
-0.41
Sharpe Ratio – 3 Years
0.23
0.34
Worst Rolling Year
5.51%
8.04%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−20.17%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.91%
14.70%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 72% · M 14% · S 13%
L 37% · M 25% · S 28%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Polycab India Ltd · 6.57%
TVS Motor Company Ltd · 4.70%
Apollo Hospitals Enterprise Ltd · 4.65%
Neuland Laboratories Ltd · 4.46%
Hitachi Energy India Ltd · 4.43%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—