The objective is to generate sustainable wealth enhancement through long-term investing in quality companies based on proprietary research.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|ValueQuest Growth Scheme||-2.56%||5.36%||32.87%||38.18%||17.70%||34.46%||23.42%||19.31%||18.49%|
|BSE 500 TRI||-2.72%||-1.28%||11.05%||9.80%||6.81%||22.07%||15.38%||14.73%||10.98%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|ValueQuest Growth Scheme||Multi Cap||Mr. Sameer Shah||07 October 2010||13Y 1M||1078.88||BSE 500 TRI||18.49%||-||9|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||5.86%||21.61%||67.52%||27.47%||0.63||14.45%||2.68||9.47%||0.59||56.69 %|
|Nifty 500||4.08%||21.66%||25.74%||0.82||8.83%||0.61||54.14 %|
|Nifty Midcap 100||-8.70%||18.87%||10.17%||1.04||6.85%||0.49||49.04 %|
|Nifty Smallcap 100||-10.58%||15.76%||5.18%||0.71||10.26%||0.66||59.24 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
From the Founders & Managers of ValueQuest PMS
Which is the best company through which an investor can invest in ValueQuest Growth Scheme PMS?
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#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.