Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
4.04%
6 Months
6.35%
14.10%
1 Year
−4.77%
7.50%
3 Years
10.09%
22.84%
5 Years
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Since Inception
11.81%
23.58%
Fund Age
4 yrs 3 mo
4 yrs 5 mo
AUM
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₹1,282.88 Cr
Alpha – 1 Year
−9.17%
4.52%
Alpha – 3 Years
−1.38%
10.95%
Information Ratio – 3 Years
-0.09
0.98
Volatility – 1 Year
20.07%
21.85%
Volatility – 3 Years
18.70%
16.29%
Beta – 1 Year
1.09
1.19
Beta – 3 Years
1.07
0.92
Sharpe Ratio – 1 Year
-0.41
0.18
Sharpe Ratio – 3 Years
0.34
0.98
Worst Rolling Year
8.04%
22.35%
Value at Worst Rolling Year
₹1.08 Cr
₹1.22 Cr
Deepest Drawdown
−28.14%
−17.55%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 25% · S 28%
L 23% · M 12% · S 64%
Number of Stocks
23
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Portfolio P/E
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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
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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