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) |
|---|---|---|---|
| 1.96% | 0.89 | 15.79% | 69.6% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| ValueQuest Platinum Scheme | 2.75% | 2.10% | 19.69% | 32.71% | 38.06% | 25.95% | 36.29% | 21.15% | 22.12% |
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 20.02% | 16.85% | 19.57% | 13.97% | 14.59% |
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 Platinum Scheme | Multi Cap | Mr. Ravi Dharamshi | 24 July 2014 | 10Y 4M | 3108.52 | BSE 500 TRI | 22.12% | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.72% | -2.57% | 69.6% | 10.15% | 0.94 | 15.79% | 2.11 | 10.07% | 0.69 | 56.80 % |
| Nifty 500 | 6.77% | -4.81% | 1.96% | 0.89 | 8.48% | 0.65 | 55.20 % | |||
| Nifty Midcap 100 | -3.03% | -4.29% | -7.32% | 0.65 | 4.90% | 0.40 | 47.20 % | |||
| Nifty Smallcap 100 | -4.63% | -5.42% | -10.05% | 0.56 | 9.17% | 0.63 | 55.20 % | |||
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
Book
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 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 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
