APMI

ValueQuest Vision

Investment Approach Details

₹940.41

(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

20/04/2021

Age

3.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The main object of the Investment Approach 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 stocks through bottom-up research based on sector developments, quarterly results, etc. Here our philosophy is to look for companies that have the capability to change league in terms of size. These stocks will be selected based on strength of balance sheet, management quality, product, and sales capabilities, etc. Time frame for investments for this Investment Approach will be rolling 5 years. Key risks include regulation and policy risk, management changes, execution risks.

Fund Manager Details


Pranav Mehta
Work Exp. NA
Email ID NA
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.12

1 Year Turnover

1.66