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Quest - Multi
Quest - Multi

Quest - Multi

  • Quest Investment Advisors
  • Multi Cap AND Flexi Cap
  • 55
    Out of 129*
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Portfolio age11 years, 7 months
0.48%
0.45%
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 28/02/2026)
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 (9.33%)
Allocation by Market Cap
Small Cap (33.84%)
Mid Cap (24.25%)
Large Cap (28.67%)
Sector Holdings
  • Financials30.24%
  • Consumer Services18.46%
  • Construction6.55%
  • Healthcare5.48%
  • Metals & Mining4.88%
Stock Holdings
  • Cash & Cash Equivalents9.33%
  • TVS Holdings Ltd6.56%
  • Eternal Ltd5.91%
  • Bharti Airtel Ltd4.46%
  • Kalpataru Projects International Ltd4.26%

bt_logoPORTFOLIO MANAGERS

Rakesh Vyas
  • Manager Rank63 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr17.22%
Profile

Mr Rakesh Vyas has been active in capital markets for last 18 years of which more than 14 years were with HDFC Mutual fund where he was part of Fund management and research team. Over these years he has actively researched more than 150 companies across various sectors like Cement, Infrastructure, Utilities, Metals/Minerals, Chemicals, Real estate etc. Prior to joining Quest, he was managing HDFC Infrastructure Fund and HDFC Housing opportunities fund since Jan-20 till Jan-24. Recently HDFC Infrastructure fund was awarded Platinum award in Infrastructure fund category by Navbharat BFSI Awards 2023.

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
141 Out of 263
Fixed Fee
2.50%
Scheme Return
0.48%
Benchmark Return
0.45%
Quest - Flagship
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
254 Out of 263
Fixed Fee
2.50%
Scheme Return
-2.98%
Benchmark Return
0.45%
*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 Feb, 2026)
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

bt_logoCalculators

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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
140 Out of 263
Fixed Fee
2.50%
Scheme Return
0.48%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 1412.29 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,412.29 (As on Feb, 2026)

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
141 Out of 263
Fixed Fee
2.50%
Scheme Return
0.48%
Benchmark Return
0.45%
Quest - Flagship
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
254 Out of 263
Fixed Fee
2.50%
Scheme Return
-2.98%
Benchmark Return
0.45%
*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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