Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Quest Investment Managers – Smart Alpha Sector Rotation
Nippon - The 5 Trillion Dollar Opportunity
Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
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
1.65%
1.75%
6 Months
2.29%
6.35%
1 Year
−0.68%
−4.77%
3 Years
11.13%
10.09%
5 Years
11.10%
—
Since Inception
17.68%
11.81%
Fund Age
1 yr 11 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
−3.08%
−9.17%
Alpha – 3 Years
−0.07%
−1.38%
Information Ratio – 3 Years
-0.09
-0.09
Volatility – 1 Year
14.64%
20.07%
Volatility – 3 Years
13.98%
18.70%
Beta – 1 Year
0.82
1.09
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
-0.45
-0.41
Sharpe Ratio – 3 Years
0.42
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
—
—
Market-Cap Mix
L 39% · M 15% · S 42%
L 37% · M 25% · S 28%
Number of Stocks
41
23
Portfolio P/E
31.71
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Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
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 · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
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Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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