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Quest Flagship PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Quest Flagship PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.402.04 Cr.

Over the last 1 year, it delivered a strong return of -8.03%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Quest Flagship PMS Strategy or Investment Approach - PMS Details

Strategy Name

Flagship

Start Date

12 October 2007

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.402.04 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rakesh Vyas

1 Yr. Return

-8.03%

3 Yr. Return

11.59%

5 Yr. Return

8.58%

Quest Flagship Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

30.04%

Top 5 Sectors%

76.01%

Portfolio Age

18 Yrs, 8 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Quest Flagship PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Quest Flagship PMS Investment Approach - Portfolio Composition

Large Cap

34.30%

Mid Cap

18.72%

Small Cap

42.75%

Cash & Equivalent

4.23%

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Quest Flagship Portfolio Strategy - Top 5 Sectors

Healthcare

15.66%

Consumer Services

22.74%

Financial Services

22.49%

Capital Goods

9.48%

Information Technology

5.64%

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