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Quest Investment Managers – Multi vs Sundaram Alternate - SISOP
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Quest Investment Managers – Multi
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
5.72%
6 Months
16.32%
23.48%
1 Year
11.67%
38.68%
3 Years
19.26%
26.01%
5 Years
13.96%
16.58%
Since Inception
16.00%
18.98%
Fund Age
12 yrs
16 yrs 6 mo
AUM
₹725.3 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.95%
33.96%
Alpha – 3 Years
7.18%
13.92%
Information Ratio – 3 Years
0.87
1.27
Volatility – 1 Year
21.97%
28.06%
Volatility – 3 Years
19.77%
20.41%
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.37
1.12
Sharpe Ratio – 3 Years
0.73
1.06
Worst Rolling Year
-10.23%
-4.06%
Value at Worst Rolling Year
₹0.90 Cr
₹0.96 Cr
Deepest Drawdown
−25.02%
−18.24%
Recovery Period
525 days
60 days
1-Year Rolling Windows Positive
93.09%
98.28%
Median Rolling Year
18.93%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 29% · M 26% · S 42%
L 40% · M 32% · S 24%
Number of Stocks
34
28
Portfolio P/E
42.87
45.86
Top 5 Holdings
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%