Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
0.40%
6 Months
6.35%
4.71%
1 Year
−4.77%
9.48%
3 Years
10.09%
5.09%
5 Years
—
7.27%
Since Inception
11.81%
7.18%
Fund Age
4 yrs 3 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−9.17%
7.96%
Alpha – 3 Years
−1.38%
−5.01%
Information Ratio – 3 Years
-0.09
-0.38
Volatility – 1 Year
20.07%
1.59%
Volatility – 3 Years
18.70%
6.50%
Beta – 1 Year
1.09
0.04
Beta – 3 Years
1.07
-0.12
Sharpe Ratio – 1 Year
-0.41
2.33
Sharpe Ratio – 3 Years
0.34
-0.03
Worst Rolling Year
8.04%
5.09%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−28.14%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
8.68%
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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