Explore Quest Smart Alpha
- Sector RotationObjectives
Focus on Sector Rotation actively
Follow company rotation within selected themes depending on risk reward framework
Look for policy changes and Macro developments which throw up new themes which benefit
Reduce or exit from companies when valuations reach the peak cycle multiples
Don’t overpay for businesses; keep an eye on valuation
Be active in managing cash levels in portfolio taking advantage of sharp swings in market
Highlights
KEY STRATEGY
The fund would be focused on Sector & Stock Rotation as key strategy trying to identify the right sectors & company at right time and have concentrated exposure in them
NO. OF SECTORAL THEMES
At any point a max of Four sectoral Themes would be in the portfolio
NO. OF STOCKS
Around 3 – 5 stocks per sector / theme at any point of time. Around 15-20 stocks at portfolio level
MCAP ALLOCATION
Mulitcap portfolio with no bias towards any cap curve. Opportunities will derive the cap curve allocation.
CASH CALL
The fund can go upto 50% cash levels if the fund manager’s view is of extreme weakness in the market
ACTIVE VS PASSIVE
Active management with pure focus on themes playing out as per our expectation and shifting to next emerging theme within the tenure of the fund.
Key Highlights
| Particulars | Quest Smart Alpha - Sector Rotation (Series II) |
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 | 4.5 years, extendable by 2 years | 4 years, extendable by 2 years |
| Subscription status | Open for subscription | Closed for subscription | Closed for subscription |
| Benchmark | NSE 500 | NSE MidSmallcap 400 | NSE 500 |
| Performance – Since Inception * (As on 31st Mar’ 2025) | -13.51% | 9.22% | 15.15% |
* Unuadited performance; for Class A1. The same is post taxes including provisions on all realized gains and is on annualized basis for period exceeding 1 year.