Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Samvitti Capital Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
−1.93%
6 Months
6.35%
24.74%
1 Year
−4.77%
9.95%
3 Years
10.09%
13.72%
5 Years
—
13.73%
Since Inception
11.81%
12.27%
Fund Age
4 yrs 3 mo
10 yrs 8 mo
AUM
—
₹226.03 Cr
Alpha – 1 Year
−9.17%
8.00%
Alpha – 3 Years
−1.38%
3.06%
Information Ratio – 3 Years
-0.09
0.24
Volatility – 1 Year
20.07%
26.09%
Volatility – 3 Years
18.70%
24.92%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.07
1.19
Sharpe Ratio – 1 Year
-0.41
0.27
Sharpe Ratio – 3 Years
0.34
0.42
Worst Rolling Year
8.04%
-11.97%
Value at Worst Rolling Year
₹1.08 Cr
₹0.88 Cr
Deepest Drawdown
−28.14%
−33.71%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
79.93%
Median Rolling Year
14.70%
14.39%
5-Year Rolling Windows Positive
—
95.65%
Market-Cap Mix
L 37% · M 25% · S 28%
L 5% · M 3% · S 93%
Number of Stocks
23
59
Portfolio P/E
—
88.80
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%
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%