Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Vedartha India Opportunities Fund - Series 1
Quest Investment Managers – Smart Alpha Sector Rotation
Vedartha India Opportunities Fund - Series 1
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Vedartha India Opportunities Fund - Series 1
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
−0.27%
6 Months
6.35%
—
1 Year
−4.77%
—
3 Years
10.09%
—
5 Years
—
—
Since Inception
11.81%
9.33%
Fund Age
4 yrs 3 mo
5 mo
AUM
—
₹135 Cr
Alpha – 1 Year
−9.17%
—
Alpha – 3 Years
−1.38%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
20.07%
—
Volatility – 3 Years
18.70%
—
Beta – 1 Year
1.09
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
—
Sharpe Ratio – 3 Years
0.34
—
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
—
—
Market-Cap Mix
L 37% · M 25% · S 28%
L 17% · M 12% · S 40%
Number of Stocks
23
23
Portfolio P/E
—
21.90
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%
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
Top Sectors
—
Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—