Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
1.75%
6 Months
4.20%
6.35%
1 Year
−1.50%
−4.77%
3 Years
17.60%
10.09%
5 Years
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Since Inception
23.60%
11.81%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
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Alpha – 1 Year
−3.50%
−9.17%
Alpha – 3 Years
6.90%
−1.38%
Information Ratio – 3 Years
0.28
-0.09
Volatility – 1 Year
23.18%
20.07%
Volatility – 3 Years
24.12%
18.70%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
1.20
1.07
Sharpe Ratio – 1 Year
-0.20
-0.41
Sharpe Ratio – 3 Years
0.56
0.34
Worst Rolling Year
17.56%
8.04%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−23.18%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.42%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 37% · M 25% · S 28%
Number of Stocks
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23
Portfolio P/E
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Top 5 Holdings
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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
3.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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