Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
1.75%
6 Months
8.26%
6.35%
1 Year
4.50%
−4.77%
3 Years
10.05%
10.09%
5 Years
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Since Inception
10.10%
11.81%
Fund Age
4 yrs 5 mo
4 yrs 3 mo
AUM
₹60.73 Cr
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Alpha – 1 Year
4.93%
−9.17%
Alpha – 3 Years
1.48%
−1.38%
Information Ratio – 3 Years
0.19
-0.09
Volatility – 1 Year
15.08%
20.07%
Volatility – 3 Years
14.98%
18.70%
Beta – 1 Year
0.81
1.09
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
-0.02
-0.41
Sharpe Ratio – 3 Years
0.35
0.34
Worst Rolling Year
7.06%
8.04%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−22.08%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
L 37% · M 25% · S 28%
Number of Stocks
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23
Portfolio P/E
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Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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