APMI

ValueQuest Platinum

Investment Approach Details

₹1528.70

(AUM CR)

PMS Provider Name

Valuequest Investment Advisors Pvt. Ltd.

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/07/2014

Age

10.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The main object of the scheme is to invest in all equity and equity related instruments, debt instruments (including liquid funds, fixed deposits etc.) and securities listed or traded on any recognised stock exchange with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The aim is to identify business tailwinds in a company / sector and capitalise on the same. Apart from core portfolio stocks complimented with young/new to market / turnaround stocks, portfolio can have access to exclusive deals, special situation opportunities. These stocks will be selected based on business tailwinds and superior risk reward. Time frame for investments for this scheme will be rolling 1-3 years. Key risks include regulation and policy risk, growth headwinds.

Fund Manager Details


RAVINDRA DHARAMSHI
Work Exp. NA
Email ID ravi@valuequest.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

1.29