PMS

AMC : Quest Inv Advisors

Strategy : Multi Cap

Category : Multi Cap

Incep Date : 01-08-2014

Investment Objective :

The Portfolio objective is To generate superior risk adjusted returns for clients in the long run by creating alpha through selection of a basket of high-quality listed companies across market capitalizations depending on market conditions.

Investment Description :

The Portfolio Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multicap portfolio of 25-30 listed companies in India with a higher allocation towards midcaps and smallcaps.

Investment Strategy :

Adopt a more bottom up approach in identifying companies which meet our selection parameters from any sector. Have 40-50% allocation into stable earnings growth companies, have 20-30% into companies which can see significant P/E expansion and remaining 20-20% into companies which are deep value and have been beaten down owing to temporary negativity in the sector or company. Avoid strcuturally weak themes. Manage cash levels actively in the portfolio and keep booking profits from time to time.

Scheme Document

Coming soon