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 +9.00% over 1 year, +11.18% over 3 years, +15.16% over 5 years, as reported by the fund manager. It manages about ₹3,450.78 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-4.05%Benchmark -5.57%
3 months
+1.99%Benchmark -3.59%
6 months
+28.92%Benchmark +8.07%
1 year
+9.00%Benchmark -2.33%
2 years
-2.37%Benchmark -3.93%
3 years
+11.18%Benchmark +9.20%
5 years
+15.16%Benchmark +8.91%
Since inception
+18.35%Benchmark +12.14%

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: ₹3,450.78 Cr
Inception: 24 July 2014
Minimum investment: ₹50 lakh
Large Cap: 22.10%
Mid Cap: 14.40%
Small Cap: 61.80%
Cash: 1.70%

Common questions

What are the returns of ValueQuest Platinum Scheme PMS?

ValueQuest Platinum Scheme PMS has returned -4.05% (1 month), +1.99% (3 months), +28.92% (6 months), +9.00% (1 year), -2.37% (2 years), +11.18% (3 years), +15.16% (5 years), +18.35% (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.