- Category
- III
- Strategy
- Long-only
- Fund house
- Quest Investment Managers
Smart Alpha Sector Rotation Series II
+10.07%
1-year return, after expenses and tax
Benchmark NIFTY 500 · data as of 31 Aug 2026
Smart Alpha Sector Rotation Series II, a Category III long-only AIF from Quest Investment Managers, returned 10.07% (after expenses and tax) in the year to 31 Aug 2026. It began on 13 Sep 2024.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 500
- Launched
- 13 Sep 2024
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | NIFTY 500 |
|---|---|---|
| 1 month | +4.80% | −0.04% |
| 3 months | +8.76% | +3.50% |
| 6 months | +16.00% | +1.22% |
| 1 year | +10.07% | +4.40% |
| Since inception | +3.05% | −0.98% |
After expenses and tax, as Quest Investment Managers reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi cap
- Asset type
- —
- Benchmark
- NIFTY 500
- Fund manager
- Rakesh Vyas
Market-cap mix
- Large cap18.09%
- Mid cap32.38%
- Small cap38.47%
- Cash11.06%
The five largest holdings are 33.30% of the portfolio.
Investment approach
Smart Alpha Sector Rotation Series II
Smart Alpha Sector Rotation Series II
FAQs
What has Smart Alpha Sector Rotation Series II returned?
10.07% (1-year return) to 31 Aug 2026, after expenses and tax, as Quest Investment Managers reports it. 1 month: 4.80%; 3 months: 8.76%; 6 months: 16.00%; 1 year: 10.07%; Since inception: 3.05%.
What kind of AIF is Smart Alpha Sector Rotation Series II?
A Category III AIF following a long-only strategy, with a multi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Smart Alpha Sector Rotation Series II’s stated minimum is ₹1 crore.
Who manages Smart Alpha Sector Rotation Series II?
Quest Investment Managers runs it; the fund manager is Rakesh Vyas.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Smart Alpha Sector Rotation Series II’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
Full disclaimerSee how an AIF fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app