APMI

ValueQuest Alpha

Investment Approach Details

₹7144.50

(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

14/06/2022

Age

2.10 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 and approved securities listed or traded on select recognized stock exchanges with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The aim is to maximize the power of compounding. Here our philosophy is to pick high quality companies with proven track record at reasonable valuations and then let the compounding do its magic. Idea is to ride the growth phase in the company or industry over rolling 3-5 yearsÃ?Â¢?? time frame. There would be exclusions based on size of capital that can be deployed, ESG considerations. Key risks include regulation and policy risk, growth slowdown, wrong capital allocation.

Fund Manager Details


Sameer Shah
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

0.02

1 Year Turnover

0.59