ValueQuest Growth Scheme PMS


Key Attributes

Mr. Ravi Dharamshi

Inception Date: October 2010

Founder & CIO: Ravi Dharamshi

Fund Manager Name: Mr. Sameer Shah

Fund Manager Experience: 22 years

Fund Manager Qualification: Chartered Accountant

Investment Objective

The objective is to generate sustainable wealth enhancement through long-term investing in quality companies based on proprietary research.

Portfolio Strategy

ValueQuest Growth aims to maximize the power of compounding by investing in high quality companies, with proven track record, at reasonable valuation. The idea is to ride the growth phase in a company / industry over rolling 3-5 years time frame.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-7.5%-5.2%-6.8%5.4%50.6%25.1%12.0%19.4%17.0%
BSE 500-4.5%-1.1%-3.3%6.9%34.6%13.2%11.3%13.6%9.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Services 0.26
Consumer Durable 0.45
Others 0.49
FMCG 7.07
Technology 7.97
Chemicals 12.53
Financial Services 19.41
Engineering 19.54
Healthcare Services 32.28

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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From the Founders & Managers of ValueQuest PMS

What to expect from ValueQuest’s Growth Scheme Equity PMS?

ValueQuest Growth aims to maximize the power of compounding by investing in high quality companies, with proven track record, at reasonable valuation. The idea is to ride the growth phase in a company / industry over rolling 3-5 years time frame. Multi cap, sector agnostic strategy, Individual customized portfolios (No model portfolio), Focus on absolute returns, 8-12 stock concentrated portfolio, High bar on quality and companies with proven track record. Investment time frame : rolling 3-5 years.

Who should invest in this PMS?

Equity allocation of investors looking for long term wealth generation.

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.



Disclaimer

#Returns as of 31 May 2022. 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 22.




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