Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Quest Smart Alpha Sector Rotation Series II
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Quest Smart Alpha Sector Rotation Series II
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 3.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
4.80%
6 Months
10.52%
16.00%
1 Year
4.14%
10.07%
3 Years
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5 Years
—
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Since Inception
17.49%
3.05%
Fund Age
2 yrs 10 mo
1 yr 11 mo
AUM
—
—
Alpha – 1 Year
0.77%
5.67%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
18.85%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.32
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
−17.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · M 16% · S 75%
L 18% · M 32% · S 38%
Number of Stocks
54
23
Portfolio P/E
33.41
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Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Sansera Engineering Ltd · 8.09%
Vishal Mega Mart Ltd · 6.80%
One 97 Communications Ltd · 6.72%
Coforge Ltd · 5.83%
TVS Holdings Ltd · 5.74%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
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Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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