Alternative Investment Funds (AIF)Compare Schemes
Neo Treasury Plus Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Neo Treasury Plus Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.25%
1.75%
6 Months
5.92%
6.35%
1 Year
12.62%
−4.77%
3 Years
—
10.09%
5 Years
—
—
Since Inception
13.19%
11.81%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
13.05%
−9.17%
Alpha – 3 Years
—
−1.38%
Information Ratio – 3 Years
-0.26
-0.09
Volatility – 1 Year
0.71%
20.07%
Volatility – 3 Years
3.07%
18.70%
Beta – 1 Year
0.03
1.09
Beta – 3 Years
-0.03
1.07
Sharpe Ratio – 1 Year
9.16
-0.41
Sharpe Ratio – 3 Years
-0.21
0.34
Worst Rolling Year
4.08%
8.04%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
—
−28.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
5.09%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 37% · M 25% · S 28%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
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
0.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—