Our Offerings
Objective
Our common objective to generate long term capital appreciation and Superior Risk Adjusted Returns for investors in the long run by creating alpha through selection of a basket of high-quality listed companies across market capitalizations.
We have three PMS offerings namely:
- Quest Flagship
- Quest Multi
- Quest Focus
Key Terms
Category:
Equity Diversified
Minimum Investment:
Rs. 50 Lakhs
Suggested Time Horizon:
Minimum 3 years
Key Highlights
Key Highlights | Quest Flagship | Quest Multi | Quest Focus |
|---|---|---|---|
Launch date | 12-Oct-07 | 3-Aug-14 | 24-May-16 |
Benchmark | BSE 500 TRI | BSE 500 TRI | BSE 500 TRI |
Bias (Market Cap) | Large caps | Market cap agnostic | Market cap agnostic |
TWRR Return (Since inception) | 15.66% | 14.20% | 11.06% |
Top 3 sectors | Financials, Consumer and Industrials | Financials, Consumer and Auto & Auto Anc. | Financials, Consumer and Pharma & Healthcare |
Top 3 sectors (% of Total) | 48% | 47% | 43% |
Disclaimer: The datapoints and returns are as on 31st May 2023. The performance related information provided is not verified by SEBI. Returns are calculated on TWRR basis and are post all expenses and fees.
Direct Onboarding
- The client/s has/have an option for direct onboarding viz. without the intervention of intermediaries engaged in distribution services of PMS products as empanelled channel partners. Under direct onboarding, based on the client’s choice he/she/they will be charged management fees and/or performance based fees in addition to portfolio operating expenses under the terms and conditions of the agreement. No additional charges will be levied.