Alternative Investment Funds (AIF)Compare Schemes
Nippon - Champions 21st Century vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Nippon - Champions 21st Century
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 500 Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
1.75%
6 Months
2.86%
6.35%
1 Year
−0.70%
−4.77%
3 Years
10.21%
10.09%
5 Years
11.39%
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Since Inception
14.50%
11.81%
Fund Age
10 mo
4 yrs 3 mo
AUM
—
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Alpha – 1 Year
−3.10%
−9.17%
Alpha – 3 Years
−0.99%
−1.38%
Information Ratio – 3 Years
-0.46
-0.09
Volatility – 1 Year
14.46%
20.07%
Volatility – 3 Years
14.09%
18.70%
Beta – 1 Year
0.82
1.09
Beta – 3 Years
0.89
1.07
Sharpe Ratio – 1 Year
-0.42
-0.41
Sharpe Ratio – 3 Years
0.33
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−28.14%
Recovery Period
—
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 47% · M 8% · S 40%
L 37% · M 25% · S 28%
Number of Stocks
41
23
Portfolio P/E
34.07
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Top 5 Holdings
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
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 · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
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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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