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 Platinum Scheme||Multi Cap||Mr. Ravi Dharamshi||24 July 2014||8Y 4M||345.39||BSE 500||18.7%||-||NA|
|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||1.86%||6.62%||68%||8.48%||1.03||19.23%||0.10||8.28%||0.54||53.00 %|
|Nifty 500||-0.16%||7.15%||6.99%||0.99||7.37%||0.54||54.00 %|
|Nifty Midcap 100||-5.73%||10.3%||4.57%||0.78||5.45%||0.43||46.00 %|
|Nifty Smallcap 100||3.02%||17.14%||20.16%||0.69||11.78%||0.80||59.00 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
From the Founders & Managers of ValueQuest PMS
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#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.