Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.75%
2.91%
6 Months
6.35%
8.52%
1 Year
−4.77%
−1.69%
3 Years
10.09%
21.12%
5 Years
—
—
Since Inception
11.81%
27.36%
Fund Age
4 yrs 3 mo
3 yrs 4 mo
AUM
—
₹100 Cr
Alpha – 1 Year
−9.17%
−5.06%
Alpha – 3 Years
−1.38%
8.57%
Information Ratio – 3 Years
-0.09
0.22
Volatility – 1 Year
20.07%
26.41%
Volatility – 3 Years
18.70%
25.24%
Beta – 1 Year
1.09
1.39
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
-0.41
-0.02
Sharpe Ratio – 3 Years
0.34
0.67
Worst Rolling Year
8.04%
21.12%
Value at Worst Rolling Year
₹1.08 Cr
₹1.21 Cr
Deepest Drawdown
−28.14%
−21.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
26.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 25% · S 28%
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Number of Stocks
23
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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%
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Top Sectors
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—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%