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|
|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||11Y 11M||782.75||BSE 500||17.6%||-||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||-1.17%||-5.11%||66.9%||-6.28%||0.61||14.59%||-0.65||8.05%||0.49||54.93 %|
|Nifty 500||-1.70%||-3.57%||-5.27%||0.84||7.70%||0.52||52.82 %|
|Nifty Midcap 100||-5.27%||1.29%||-3.98%||0.80||7.14%||0.49||49.30 %|
|Nifty Smallcap 100||0.11%||7.22%||7.33%||0.57||10.68%||0.67||60.56 %|
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 Aug 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 Jun 22.