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ValueQuest - Platinum
ValueQuest - Platinum

ValueQuest - Platinum

  • Valuequest Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 11
    Out of 118*
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Portfolio age11 years, 4 months
1.97%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment10 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
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 (1.2%)
Allocation by Market Cap
Small Cap (58.99%)
Mid Cap (24.53%)
Large Cap (15.27%)
Sector Holdings
  • Manufacturing22.59%
  • Bank NBFC20.26%
  • Pharma16.89%
  • Financial Services16.88%
  • Technology15.5%
Stock Holdings
  • ICICI Lombard General Insurance Company Ltd%
  • Home First Finance Company India Ltd%
  • TBO TEK Ltd%
  • Cholamandalam Investment And Finance Company Ltd%
  • Inventurus Knowledge Solutions Ltd%

bt_logoPORTFOLIO MANAGERS

Ravindra Dharamshi
  • Manager Rank49 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM3366.74
  • Highest Return In 1 Yr-5.41%
Profile

Ravi Dharamshi’s early interest in equities inspired him to return to India in 2002, post his MBA from McCallum Graduate Business School, USA. He has a cummulative experience of 23 years. As his first professional stint, he worked under the aegis of Mr. Rakesh Jhunjhunwala, who is one of the largest and most respected investors in India. He showed agility in understanding the pharma sector well before it was a recognized industry and worked on several technology and new-age businesses apart from some private equity deals. In 2007, he took charge of research at ValueQuest. In 2010 he metamorphosed ValueQuest into a professionally run SEBI-registered PMS firm. In his role as Chief Investment Officer, he oversees the firm's overall investment strategy and manages funds.

Other Schemes
AUM (₹ Cr)
₹3,366.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
215 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹3,366.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
215 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*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 17943.63 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

17,943.63 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
6 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,366.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
215 Out of 251
Fixed Fee
2.50%
*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 ValueQuest - Platinum?
There is no option for Hurdle rate.
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 ?
There is no option for Variable fee.
What is the profit sharing in ValueQuest - Platinum ?
The profit sharing in ValueQuest - Platinum is 15% Profit Sharing.
What is the minimum investment in ValueQuest - Platinum ?
The minimum investment in ValueQuest - Platinum is ₹10 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.