Alternative Investment Funds (AIF)Compare Schemes
KLAY GROWTH FUND vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
KLAY GROWTH FUND
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.86%
1.75%
6 Months
2.50%
6.35%
1 Year
4.92%
−4.77%
3 Years
8.35%
10.09%
5 Years
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Since Inception
6.31%
11.81%
Fund Age
4 yrs 9 mo
4 yrs 3 mo
AUM
₹28.32 Cr
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Alpha – 1 Year
3.40%
−9.17%
Alpha – 3 Years
−1.74%
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
17.29%
20.07%
Volatility – 3 Years
17.14%
18.70%
Beta – 1 Year
0.99
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.05
-0.41
Sharpe Ratio – 3 Years
-0.20
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−12.62%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 92% · M 4% · S 2%
L 37% · M 25% · S 28%
Number of Stocks
21
23
Portfolio P/E
20.30
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Top 5 Holdings
Larsen & Toubro Ltd · 8.50%
Titan Company Ltd · 7.70%
Kotak Mahindra Bank Ltd · 7.40%
Divis Laboratories Ltd · 6.90%
HDFC Bank Ltd · 6.40%
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
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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