ValueQuest Growth Scheme PMS

Multi Cap · Portfolio Management Services

ValueQuest Growth Scheme PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Sameer Shah. It has returned +26.39% over 1 year, +14.18% over 3 years, +15.82% over 5 years, as reported by the fund manager. It manages about ₹2,011.41 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-4.81%Benchmark -5.57%
3 months
+1.37%Benchmark -3.59%
6 months
+35.07%Benchmark +8.07%
1 year
+26.39%Benchmark -2.33%
2 years
+4.44%Benchmark -3.93%
3 years
+14.18%Benchmark +9.20%
5 years
+15.82%Benchmark +8.91%
Since inception
+17.96%Benchmark +10.81%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Sameer Shah
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹2,011.41 Cr
Inception: 07 October 2010
Minimum investment: ₹50 lakh
Large Cap: 22.10%
Mid Cap: 1.10%
Small Cap: 68.70%
Cash: 8.00%

Common questions

What are the returns of ValueQuest Growth Scheme PMS?

ValueQuest Growth Scheme PMS has returned -4.81% (1 month), +1.37% (3 months), +35.07% (6 months), +26.39% (1 year), +4.44% (2 years), +14.18% (3 years), +15.82% (5 years), +17.96% (Since inception). Periods over one year are annualised.

What is the minimum investment for ValueQuest Growth Scheme PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages ValueQuest Growth Scheme PMS?

The fund manager is Mr. Sameer Shah.