Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
1.75%
6 Months
11.46%
6.35%
1 Year
2.58%
−4.77%
3 Years
12.19%
10.09%
5 Years
—
—
Since Inception
14.67%
11.81%
Fund Age
4 yrs 4 mo
4 yrs 3 mo
AUM
₹465 Cr
—
Alpha – 1 Year
−0.40%
−9.17%
Alpha – 3 Years
0.30%
−1.38%
Information Ratio – 3 Years
0.09
-0.09
Volatility – 1 Year
23.22%
20.07%
Volatility – 3 Years
18.88%
18.70%
Beta – 1 Year
1.13
1.09
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.02
-0.41
Sharpe Ratio – 3 Years
0.51
0.34
Worst Rolling Year
11.07%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−25.01%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
14.70%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 24% · S 30%
L 37% · M 25% · S 28%
Number of Stocks
27
23
Portfolio P/E
37.00
—
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—