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Quest Focus

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not under coverage: This scheme is currently not under our coverage universe.

IME Strategy Rating

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Quest Focus

Type: Flexi Cap | Concentrated | AUM (116.3 cr) | Inc Date (24 May 2016)

Quest Focus PMS- Investment Strategy

Quest Focus PMS is a sector & market-cap agnostic portfolio, that aims to run a concentrated portfolio of between 20-25 stocks.

Trailing Performance

1yr 3yr 5yr Since Inception
Quest Focus 55.8 15.5 18.9 16.2
S&P BSE 500 TRI 41.1 18.4 22.4 18.5
Alpha over Broad Mkt BM 14.7 -2.9 -3.5 -2.3
Nifty 500 40.2 17.2 21
Alpha over Category BM 15.6 -1.7 -2.1

Performance as of: 30-Sep-24 | Inception Date: 24-May-16

Fund Managers

AMC

AMC: Quest PMS (click link for detailed AMC review)

Decent AMC with weak short-term performance: Quest AMC is founded by 2 seasoned investment professional (Ajay & Bharat Sheth), who have delivered outperformance to the markets over the longer-term, and the PMS recently strengthened the team with the inclusion of Aniruddha Sarkar (who comes in post a successful stint at IIFL). The main concern is relatively weak performance in recent years, which we would wait to improve prior to more actively recommending the PMS for investments.

AMC Rating

3 of 5 stars

AMC Pedigree

4 of 5 stars

AMC Size

4 of 5 stars

Team Pedigree

4 of 5 stars

Inv Philosophy

3 of 5 stars

Performance

3 of 5 stars

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