PMS

ValueQuest Platinum Scheme PMS

Multi Cap · Portfolio Management Services

ValueQuest Platinum Scheme PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Ravindra Dharamshi. It has returned +14.24% over 1 year, +14.83% over 3 years, +17.15% over 5 years, as reported by the fund manager. It manages about ₹3,573.35 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+3.58%Benchmark -0.09%
3 months
+15.09%Benchmark +3.86%
6 months
+20.18%Benchmark +1.43%
1 year
+14.24%Benchmark +4.72%
2 years
+2.33%Benchmark -0.11%
3 years
+14.83%Benchmark +12.09%
5 years
+17.15%Benchmark +10.91%
Since inception
+18.89%Benchmark +12.76%

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

Strategy facts

Fund manager: Mr. Ravindra Dharamshi
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹3,573.35 Cr
Inception: 24 July 2014
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 23.10
Mid Cap: 14.76
Small Cap: 57.47
Cash: 4.67

Common questions

What are the returns of ValueQuest Platinum Scheme PMS?

ValueQuest Platinum Scheme PMS has returned +3.58% (1 month), +15.09% (3 months), +20.18% (6 months), +14.24% (1 year), +2.33% (2 years), +14.83% (3 years), +17.15% (5 years), +18.89% (Since inception). Periods over one year are annualised.

What is the minimum investment for ValueQuest Platinum Scheme PMS?

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

Who manages ValueQuest Platinum Scheme PMS?

The fund manager is Mr. Ravindra Dharamshi.