Explore Quest Smart Alpha
- Rising LeadersObjectives
Focus on quality mid and small cap companies
Bottoms up approach. Sector agnostic.
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 and valuations
Highlights
KEY STRATEGY
The fund would be focused on selecting Midcap and Smallcap companies where high growth is visible and meets our investment parameters.
BOTTOMS UP SELECTION
The fund would follow a bottoms up approach with some overlay of favorable sectors taking into consideration the prevailing macros.
NO. OF STOCKS
20-30 stock portfolio. Floor market cap – 1000 Cr Ceiling market cap – Market cap of 100th stock as per AMFI category
MARKET CAP ALLOCATION
Mid and small cap – 50-100% Cash – 0-50%
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
The fund would follow an active style of booking profits when valuations objectives are reached. Also would not buy more than 5% of free float of any company.
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.