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ValueQuest - Platinum
ValueQuest - Platinum

ValueQuest - Platinum

  • Valuequest Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 30
    Out of 141*
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PMS Bazaar
Portfolio age12 years
2.62%
1.73%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹25 Crs
*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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.76%)
Allocation by Market Cap
Small Cap (57.12%)
Mid Cap (17.36%)
Large Cap (19.75%)
Sector Holdings
  • Capital Goods27.94%
  • Financial Services19.74%
  • Healthcare17.79%
  • Consumer Services9.75%
  • Automobile and Auto Components9.73%
Stock Holdings
  • Inventurus Knowledge Solutions Ltd9.29%
  • Cholamandalam Investment and Finance Company Ltd8.61%
  • Concord Biotech Ltd8.01%
  • Tenneco Clean Air India Ltd7.54%
  • Hindustan Aeronautics Ltd6.35%

PORTFOLIO MANAGERS

Ravi Dharamshi
  • Manager Rank89 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM3491.64
  • Highest Return In 1 Yr5.5%
Profile

Ravi is the Founder & Chief Investment Officer (CIO) of ValueQuest, Mumbai’s one of the leading SEBI-registered Alternative Investment Management firm. He has been associated with the Indian stock markets for over 23 years and has an MBA in Finance from Bentley University, US. After a brief internship stint at Salomon Smith Barney in the US, he returned to India and has since been instrumental in generating outsized investment returns through his enviable track record in stock picking and ability of bold calls.

Other Schemes
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ValueQuest - Platinum
AUM (₹ Cr)
₹3,491.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 278
Fixed Fee
2.50%
Scheme Return
2.62%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
3491.64
(As on Jul, 2026)
Inception Date
Jul 24, 2014
Min. Investment
₹25 Crs
SIP Option
Available
STP Option
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
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INVESTMENT 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 3-5 years.

Investment Approach

Multi cap, sector agnostic strategy ,8-12 stock concentrated portfolio,Investment time frame : 1-3 years ,Individual customized portfolios (No model portfolio), High bar on quality & company likely to change its league. Low tolerance for underperformance. Young, new to market companies with promising business model

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PEER ANALYSIS

  • table
  • Grid
Compare
ValueQuest - Platinum
AUM (₹ Cr)
₹3,491.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
69 Out of 278
Fixed Fee
2.50%
Scheme Return
2.62%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 19367.53 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

19,367.53 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ValueQuest - Platinum
AUM (₹ Cr)
₹3,491.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 278
Fixed Fee
2.50%
Scheme Return
2.62%
Benchmark Return
1.73%
ValueQuest - Growth
AUM (₹ Cr)
₹2,035.08 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
133 Out of 278
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of ValueQuest - Platinum?
The hurdle rate of ValueQuest - Platinum is 10.00%.
What is the fixed fee charged in ValueQuest - Platinum ?
The fixed fee charged in ValueQuest - Platinum is 2.50%.
What is the variable fee charged in ValueQuest - Platinum ?
The variable fee charged in ValueQuest - Platinum is 1.50%.
What is the profit sharing in ValueQuest - Platinum ?
The profit sharing in ValueQuest - Platinum is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in ValueQuest - Platinum ?
The minimum investment in ValueQuest - Platinum is ₹25 Crs
What type of scheme is ValueQuest - Platinum?
ValueQuest - Platinum is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ValueQuest - Platinum?
The inception date of ValueQuest - Platinum is Jul 24, 2014.
What is the exit load of ValueQuest - Platinum?
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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