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||5.8%||6.6%||3.6%||2.6%||15.3%||37.0%||11.5%||17.2%||16.6%|
|BSE 500 TRI||4.6%||2.1%||-1.1%||4.2%||12.3%||25.4%||11.4%||14.1%||10.5%|
QRC Report Card *
|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||12Y 7M||805.34||BSE 500 TRI||16.6%||-||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||-1.12%||-0.79%||66.23%||-1.91%||0.69||13.52%||-0.46||7.49%||0.47||54.97 %|
|Nifty 500||-1.11%||0.86%||-0.25%||0.73||7.26%||0.50||52.32 %|
|Nifty Midcap 100||-7.24%||3.57%||-3.67%||0.71||6.35%||0.45||48.34 %|
|Nifty Smallcap 100||1.56%||9.74%||11.30%||0.62||10.24%||0.65||60.26 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATIONBook a call with our PMS AIF Specialists
From the Founders & Managers of ValueQuest PMS
Which is the best company through which an investor can invest in ValueQuest Growth Scheme PMS?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 30 Apr 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 Mar 23.