Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
2.39%
6 Months
6.35%
7.53%
1 Year
−4.77%
4.35%
3 Years
10.09%
8.80%
5 Years
—
10.81%
Since Inception
11.81%
12.10%
Fund Age
4 yrs 3 mo
5 yrs 1 mo
AUM
—
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Alpha – 1 Year
−9.17%
1.37%
Alpha – 3 Years
−1.38%
−3.09%
Information Ratio – 3 Years
-0.09
-0.44
Volatility – 1 Year
20.07%
16.32%
Volatility – 3 Years
18.70%
14.28%
Beta – 1 Year
1.09
0.89
Beta – 3 Years
1.07
0.88
Sharpe Ratio – 1 Year
-0.41
0.00
Sharpe Ratio – 3 Years
0.34
0.29
Worst Rolling Year
8.04%
7.61%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−28.14%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 25% · S 28%
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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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