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Quest - Multi
Quest - Multi

Quest - Multi

  • Quest Investment Advisors
  • Multi Cap AND Flexi Cap
  • 43
    Out of 118*
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Portfolio age11 years, 4 months
3.19%
4.27%
Hurdle Rate**8% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.69%)
Allocation by Market Cap
Small Cap (32.06%)
Mid Cap (26.63%)
Large Cap (36.65%)
Sector Holdings
  • Consumer Discretionary30.95%
  • Financials28.95%
  • Financial Services28.67%
  • Consumer Services21.49%
  • Industrials14.7%
Stock Holdings
  • Eternal Ltd7.19%
  • ICICI Bank Ltd7.07%
  • TVS Holdings Ltd6.19%
  • Hitachi Energy India Ltd4.72%
  • Trent Ltd4.45%

bt_logoPORTFOLIO MANAGERS

Aniruddha Sarkar
  • Manager Rank57 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-0.58%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
Quest - Multi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
157 Out of 251
Fixed Fee
2.50%
Scheme Return
3.19%
Benchmark Return
4.27%
Quest - Flagship
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
209 Out of 251
Fixed Fee
2.50%
Scheme Return
2.07%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Aug 03, 2014
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
8% or 0%
Profit Sharing
12% Profit Sharing above 8% Hurdle or 15% Profit sharing on returns
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bt_logoINVESTMENT PHILOSOPHY

Objective

To deliver exceptional risk-adjusted returns for our clients over the long term by identifying and selecting a diversified portfolio of 25-30 high quality listed companies across various market capitalizations. This sector agnostic approach aims to create alpha through a carefully curated basket of investments dynamically adjusted in response to shifting market conditions. The portfolio is suited for clients who have a minimum of 3 - 4 years investment horizon

Investment Approach

Have a concentration in few sectors with high earnings visibility and consistency. Have around 40-60% investment into companies with consistent earnings across economic cycles, have 20-30% investment into companies with P/E re-rating potential and remaining invest into deep value companies which could be available much below its intrinsic value due to market cycles

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Quest - Multi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
158 Out of 251
Fixed Fee
2.50%
Scheme Return
3.19%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Quest Investment Advisors
Quest Investment Advisors manages assets worth Rs 1971.73 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,971.73 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Quest - Multi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
157 Out of 251
Fixed Fee
2.50%
Scheme Return
3.19%
Benchmark Return
4.27%
Quest - Flagship
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
209 Out of 251
Fixed Fee
2.50%
Scheme Return
2.07%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Quest - Multi?
The hurdle rate of Quest - Multi is 8% or 0%.
What is the fixed fee charged in Quest - Multi ?
The fixed fee charged in Quest - Multi is 2.50%.
What is the variable fee charged in Quest - Multi ?
The variable fee charged in Quest - Multi is 1.50% or 0.00%.
What is the profit sharing in Quest - Multi ?
The profit sharing in Quest - Multi is 12% Profit Sharing above 8% Hurdle or 15% Profit sharing on returns.
What is the minimum investment in Quest - Multi ?
The minimum investment in Quest - Multi is ₹50 Lacs
What type of scheme is Quest - Multi?
Quest - Multi is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Quest - Multi?
The inception date of Quest - Multi is Aug 03, 2014.
What is the exit load of Quest - Multi?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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