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Explore Our Quest Smart Alpha- Sector Rotation (Series II)
Objectives
Highlights
Key Strategy
The fund employs a sector and stock rotation strategy, aiming to identify the right sectors and companies at the right time and maintaining a concentrated focus on these Topportunities.
Number of sectoral themes
The fund employs a sector and stock rotation strategy, aiming to identify the right sectors and companies at the right time and maintaining a concentrated focus on these Topportunities.
Highlights Slide 3
Edge Slide 3
Key Highlights
| Particulars | Quest Smart Alpha - Sector Rotation (Series III) |
Quest Smart Alpha - Rising Leaders |
Quest Smart Alpha - Sector Rotation (Close-ended) |
|---|---|---|---|
| Type | Open-ended CAT III AIF | CAT III AIF | CAT III AIF |
| Overview | A multi-cap, sector- agnostic fund seeking to benefit from the sector and stock rotation strategy in Indian equity markets | 100% mid- and small- cap-focussed portfolio, with stock selection on a bottom-up basis | A multi-cap, sector- agnostic fund seeking to benefit from the sector and stock rotation strategy in Indian equity markets |
| Investment strategy | Click here | Click here | Click here |
| Highlights | Click here | Click here | Click here |
| Inception date | 13-Sep-2024 | 28-Apr-2023 | 10-May-2022 |
| Tenure | Open ended | Four and half years, extendable by two years | Four years, extendable by two years |
| Subscription status | Open for subscription | Closed for subscription | Closed for subscription |
| Benchmark | NSE 500 | NSE MidSmallcap 400 | NSE 500 |
| Performance as on 30th June 2024* (since inception) | Not Applicable | 30.30% | 29.53% |
* Unaudited performance; for Class A1. The same is post taxes, including provisions on all realized gains, and it is on an annualized basis for periods exceeding one year.