Quest - Flagship

EQUITY MULTI CAP

A concentrated portfolio investing in a few sectors with high earnings visibility and consistency.

+12.69%

3Y annualised returns

+12.08%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

12 Oct '07

Total AUM

₹405.90Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.0%

Cash2.0%

Equity market cap split

Small Cap44.6%

Large Cap27.6%

Mid Cap25.8%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

RV
Rakesh Vyas
Fund Manager
View details

About

Mr Rakesh Vyas has been active in capital markets for last 18 years of which more than 14 years were with HDFC Mutual fund where he was part of Fund management and research team. Over these years he has actively researched more than 150 companies across various sectors like Cement, Infrastructure, Utilities, Metals/Minerals, Chemicals, Real estate etc. Prior to joining Quest, he was managing HDFC Infrastructure Fund and HDFC Housing opportunities fund since Jan-20 till Jan-24. Recently HDFC Infrastructure fund was awarded Platinum award in Infrastructure fund category by Navbharat BFSI Awards 2023.

Experience

Over 18 years of experience in capital markets, with 14 years in fund management and research.

Investment philosophy

Researching companies across sectors like infrastructure, utilities, metals, chemicals, and real estate.

Previously worked at