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Quest Smart Alpha Sector Rotation AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 200 and has delivered a 1-year return of -3.45%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Quest Smart Alpha Sector Rotation AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Quest’s philosophy of quality and conviction-based investing.

Quest Smart Alpha Sector Rotation AIF Strategy or Investment Approach - AIF Details

Strategy Name

Smart Alpha Sector Rotation

Start Date

10-May-22

Category

CAT III - LONG ONLY

Benchmark

BSE 200

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr Aniruddha Sarkar

1 Yr. Return

-3.45%

3 Yr. Return

NA

5 Yr. Return

NA

Quest Smart Alpha Sector Rotation Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

2 Yrs, 11 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Quest Smart Alpha Sector Rotation AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Quest Smart Alpha Sector Rotation AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Quest Smart Alpha Sector Rotation Alternative Investment Fund Strategy - Top 5 Sectors

Banks

Not Disclosed

Retailing

Not Disclosed

Healthcare

Not Disclosed

Telecommunication

Not Disclosed

Information Technology

Not Disclosed

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