ValueQuest Platinum Scheme PMS


Key Attributes

Mr. Ravi Dharmshi

Inception Date: July 2014

Fund Manager Name: Mr. Ravi Dharamshi

Fund Manager Experience: 20 years

Fund Manager Qualification: MBA

Investment Objective

Sustainable wealth enhancement through long-term investing in quality companies based on proprietary research.

Portfolio Strategy

Aim of the scheme is to capitalize on tailwinds in a company/sector. Core portfolio will be complimented with young, new to market, turnaround stocks & special situation opportunities. Investment time frame will be rolling 1-3 years.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio1.6%2.1%-1.9%5.0%40.5%35.3%19.6%-18.7%
BSE 5004.0%5.3%4.4%2.5%27.1%16.9%11.2%-11.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

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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From the Founders & Managers of ValueQuest PMS

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

The aim of ValueQuest Platinum is to capitalize on tailwinds in a company/sector. Core portfolio will be complimented with young, new to market, turnaround stocks & special situation opportunities. Investment time frame will be rolling 1-3 years. Multi cap, sector agnostic strategy of 8-12 stock concentrated portfolio, Investment time frame : 1-3 years, Individual customized portfolios (No model portfolio), High bar on quality & company likely to change its league. Low tolerance for underperformance. Young, new to market companies with promising business model.

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 Platinum 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 Oct 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 Sep 22.




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