Alternative Investment Funds (AIF)Compare Schemes
Quest Smart Alpha Sector Rotation Series II vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
Quest Smart Alpha Sector Rotation Series II
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.80%
2.91%
6 Months
16.00%
8.52%
1 Year
10.07%
−1.69%
3 Years
—
21.12%
5 Years
—
—
Since Inception
3.05%
27.36%
Fund Age
1 yr 11 mo
3 yrs 4 mo
AUM
—
₹100 Cr
Alpha – 1 Year
5.67%
−5.06%
Alpha – 3 Years
—
8.57%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
18.85%
26.41%
Volatility – 3 Years
—
25.24%
Beta – 1 Year
0.97
1.39
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.32
-0.02
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
21.12%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−17.26%
−21.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 32% · S 38%
—
Number of Stocks
23
—
Portfolio P/E
—
—
Top 5 Holdings
Sansera Engineering Ltd · 8.09%
Vishal Mega Mart Ltd · 6.80%
One 97 Communications Ltd · 6.72%
Coforge Ltd · 5.83%
TVS Holdings Ltd · 5.74%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%