Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Whitespace Fund I - Equity Plus
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%
2.59%
6 Months
6.35%
−3.10%
1 Year
−4.77%
1.58%
3 Years
10.09%
13.01%
5 Years
—
16.79%
Since Inception
11.81%
21.43%
Fund Age
4 yrs 3 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−9.17%
3.13%
Alpha – 3 Years
−1.38%
5.74%
Information Ratio – 3 Years
-0.09
2.06
Volatility – 1 Year
20.07%
16.73%
Volatility – 3 Years
18.70%
14.09%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.07
1.02
Sharpe Ratio – 1 Year
-0.41
-0.15
Sharpe Ratio – 3 Years
0.34
0.56
Worst Rolling Year
8.04%
13.01%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−28.14%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 25% · S 28%
L 100%
Number of Stocks
23
50
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 · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—