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 | 4-Aug-14 | 24-May-16 |
Benchmark | NSE 500 | NSE 500 | NSE 500 |
Bias (Market Cap) | Large caps | Mid & small caps | Market cap agnostic |
TWRR Return (Since inception) | 17% | 15% | 14% |
Top 3 sectors | Financials, IT & IT services, Pharma & healthcare | Financials, IT & IT services, Pharma & healthcare | Financials, IT & IT services & Auto |
Top 3 sectors (% of Total) | 54% | 52% | 55% |
Disclaimer: The datapoints and returns are as on 31st Mar 2021. Returns are calculated on a TWRR basis.
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.