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

The Quest Multi 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.742.78 Cr.

Over the last 1 year, it delivered a strong return of 1.47%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Quest Multi PMS Strategy or Investment Approach - PMS Details

Strategy Name

Multi

Start Date

03 August 2014

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.742.78 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Aniruddha Sarkar

1 Yr. Return

1.47%

3 Yr. Return

18.68%

5 Yr. Return

14.39%

Quest Multi Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

25.02%

Top 5 Sectors%

64.74%

Portfolio Age

11 Yrs, 10 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Quest Multi 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 Multi PMS Investment Approach - Portfolio Composition

Large Cap

29.25%

Mid Cap

23.67%

Small Cap

40.41%

Cash & Equivalent

6.67%

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Quest Multi Portfolio Strategy - Top 5 Sectors

Financial Services

25.41%

Construction

6.92%

Consumer Services

16.07%

Information Technology

7.87%

Capital Goods

8.47%

Customer ratings and reviews of Quest Multi PMS Strategy

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