Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
WHITESPACE FUND 3 - HYBRID PLUS
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%
1.88%
6 Months
6.35%
2.95%
1 Year
−4.77%
8.33%
3 Years
10.09%
—
5 Years
—
—
Since Inception
11.81%
7.07%
Fund Age
4 yrs 3 mo
2 yrs
AUM
—
—
Alpha – 1 Year
−9.17%
4.13%
Alpha – 3 Years
−1.38%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
20.07%
11.52%
Volatility – 3 Years
18.70%
—
Beta – 1 Year
1.09
0.21
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
-0.82
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−28.14%
−8.22%
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%
L 50%
Number of Stocks
23
—
Portfolio P/E
—
—
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%