Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
0.40%
6 Months
6.35%
12.80%
1 Year
−4.77%
20.50%
3 Years
10.09%
15.30%
5 Years
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Since Inception
11.81%
15.60%
Fund Age
4 yrs 3 mo
19 mo
AUM
—
—
Alpha – 1 Year
−9.17%
20.90%
Alpha – 3 Years
−1.38%
6.80%
Information Ratio – 3 Years
-0.09
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Volatility – 1 Year
20.07%
18.58%
Volatility – 3 Years
18.70%
8.24%
Beta – 1 Year
1.09
1.00
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
0.75
Sharpe Ratio – 3 Years
0.34
1.72
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−28.14%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.70%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 25% · S 28%
L 3% · M 24% · S 35%
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%
Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
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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