ValueQuest Investment Advisors- Agile Scheme PMS


Key Attributes

Mr. Ravi Dharmshi

Inception Date: April 2021

Founder & CIO: Ravi Dharamshi

Fund Manager Name: Mr. Ravi Dharamshi

Fund Manager Experience: 22 years

Fund Manager Qualification: MBA

Investment Objective

The main investment objective of ValueQuest Investment Advisors Agile Scheme PMS 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.

Portfolio Strategy

The aim of Value Quest Investment Advisors Agile Scheme PMS is to identify business tailwinds in a company/sector and capitalize on the same. Here, their philosophy is to compliment the core portfolio stocks with young/ new to market/ turnaround stocks which can provide additional beta without taking undue risk. These stocks will be selected on the basis of strength of balance sheet 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 delay, execution risks.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-10.1%-3.9%-2.1%2.9%----11.5%
BSE 500-4.5%-1.1%-3.3%6.9%----13.0%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




Related Investments

Do Not Simply Invest, Make Informed Decisions