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Poise
Poise

Poise

  • Valuequest Investment Advisors Pvt Ltd
  • MULTI CAP
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Portfolio age3 years, 11 months
-11.32%
-3.43%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.29%)
Allocation by Market Cap
Small Cap (73.28%)
Mid Cap (2.2%)
Large Cap (19.23%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jan, 2025)
Inception Date
Feb 10, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
15% Profit Sharing above
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bt_logoINVESTMENT PHILOSOPHY

Objective

Aim of the scheme is to capitalize on tailwinds in a company/sector. Core portfolio will be complimented with young, new to market, turnaround stocks & special situation opportunities. Investment time frame will be rolling 1-3 years.

Investment Approach

Aim of the scheme is to capitalize on tailwinds in a company/sector. Core portfolio will be complimented with young, new to market, turnaround stocks & special situation opportunities. Investment time frame will be rolling 1-3 years.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 256
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 256
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 256
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 256
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 256
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 256
Fixed Fee
1.00%
Scheme Return
2.84%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 17875.79 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

17,875.79 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ValueQuest - Growth
AUM (₹ Cr)
₹1,704.66 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
219 Out of 256
Fixed Fee
2.50%
Scheme Return
-2.76%
Benchmark Return
0.96%
ValueQuest - Platinum
AUM (₹ Cr)
₹3,228.61 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
220 Out of 256
Fixed Fee
2.50%
Scheme Return
-2.77%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Poise?
There is no option for Hurdle rate.
What is the fixed fee charged in Poise ?
The fixed fee charged in Poise is 2.50%.
What is the variable fee charged in Poise ?
There is no option for Variable fee.
What is the profit sharing in Poise ?
The profit sharing in Poise is 15% Profit Sharing above.
What is the minimum investment in Poise ?
The minimum investment in Poise is ₹50 Lacs
What type of scheme is Poise?
Poise is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Poise?
The inception date of Poise is Feb 10, 2022.
What is the exit load of Poise?
Exit load is 1.00% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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