PMS

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 +31.94% over 1 year, +17.98% over 3 years, +17.97% over 5 years, as reported by the fund manager. It manages about ₹2,126.78 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+5.01%Benchmark -0.09%
3 months
+12.62%Benchmark +3.86%
6 months
+33.80%Benchmark +1.43%
1 year
+31.94%Benchmark +4.72%
2 years
+9.10%Benchmark -0.11%
3 years
+17.98%Benchmark +12.09%
5 years
+17.97%Benchmark +10.91%
Since inception
+18.43%Benchmark +11.27%

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: ₹2,126.78 Cr
Inception: 07 October 2010
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 23.29
Mid Cap: 1.26
Small Cap: 69.46
Cash: 6.00

Common questions

What are the returns of ValueQuest Growth Scheme PMS?

ValueQuest Growth Scheme PMS has returned +5.01% (1 month), +12.62% (3 months), +33.80% (6 months), +31.94% (1 year), +9.10% (2 years), +17.98% (3 years), +17.97% (5 years), +18.43% (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.