Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
White Oak Capital Equity Fund
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%
3.22%
6 Months
6.35%
21.79%
1 Year
−4.77%
13.76%
3 Years
10.09%
—
5 Years
—
—
Since Inception
11.81%
14.87%
Fund Age
4 yrs 3 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
−9.17%
10.78%
Alpha – 3 Years
−1.38%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
20.07%
19.93%
Volatility – 3 Years
18.70%
—
Beta – 1 Year
1.09
1.03
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
0.47
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−28.14%
−12.96%
Recovery Period
Not yet recovered
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%
M 8% · S 88%
Number of Stocks
23
88
Portfolio P/E
—
34.73
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%
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
—
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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