Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
1.75%
6 Months
2.63%
6.35%
1 Year
3.23%
−4.77%
3 Years
9.96%
10.09%
5 Years
19.65%
—
Since Inception
21.25%
11.81%
Fund Age
7 yrs 4 mo
4 yrs 3 mo
AUM
₹877.78 Cr
—
Alpha – 1 Year
4.78%
−9.17%
Alpha – 3 Years
2.69%
−1.38%
Information Ratio – 3 Years
0.01
-0.09
Volatility – 1 Year
2.24%
20.07%
Volatility – 3 Years
12.79%
18.70%
Beta – 1 Year
0.11
1.09
Beta – 3 Years
0.33
1.07
Sharpe Ratio – 1 Year
-0.98
-0.41
Sharpe Ratio – 3 Years
0.37
0.34
Worst Rolling Year
9.97%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−13.39%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
14.70%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 37% · M 25% · S 28%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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