Concentration in a few sectors with high earnings visibility and consistency.
+19.26%
3Y annualised returns
+12.08%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 Aug '14
Total AUM
₹755.37Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.2%
Cash2.8%
Equity market cap split
Small Cap41.8%
Large Cap29.3%
Mid Cap26.1%
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
AS
Aniruddha Sarkar
Senior Portfolio Manager & Co-Head of Equities
View details
About
Mr.Aniruddha has over 13 years of experience in the capital markets managing public money in the listed equity space generating significant alpha for clients. He has been managing one of the best performing strategies in the Indian market over the last 5 years. Prior to joining Quest he was managing the IIFL Multicap PMS for 5 years since its inception in 2014, during which he generated annualized returns of 19% as compared to benchmark returns of 9% and average returns of 13% of its peers. At Quest he is the Senior Portfolio Manager and Co-Head of equities and is involved in devising the strategies for all the equity schemes at Quest. Aniruddha holds a Bachelors degree in Commerce from St. Xaviers College, Kolkata and a MBA Finance from IMI, New Delhi.
Experience
Over 13 years of experience managing public money in the listed equity space.
Investment philosophy
Managing listed equity portfolios and devising investment strategies in Indian capital markets.
Previously worked at
IIFL
Awards
Managed one of India's best-performing strategies for 5 years. Generated 19% annualized returns with IIFL Multicap PMS versus 9% benchmark returns and 13% peer average.