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ValueQuest - Platinum
ValueQuest - Platinum

ValueQuest - Platinum

  • Valuequest Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 33
    Out of 137*
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Portfolio age11 years, 9 months
17.58%
-11.37%
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

bt_logoTRAILING PERFORMANCE

(As on 30/04/2026)
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 (1.17%)
Allocation by Market Cap
Small Cap (55.35%)
Mid Cap (28.11%)
Large Cap (15.37%)
Sector Holdings
  • Financial Services32.85%
  • Capital Goods21.86%
  • Healthcare18.09%
  • Automobile and Auto Components10.7%
  • Information Technology9.26%
Stock Holdings
  • ICICI Lombard General Insurance Company Ltd%
  • Apar Industries Ltd%
  • Cholamandalam Investment And Finance Company Ltd%
  • Inventurus Knowledge Solutions Ltd%
  • Concord Biotech Ltd%

bt_logoPORTFOLIO MANAGERS

Ravindra Dharamshi
  • Manager Rank69 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM3175.98
  • Highest Return In 1 Yr5.87%
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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Compare
ValueQuest - Platinum
AUM (₹ Cr)
₹3,175.98 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 270
Fixed Fee
2.50%
Scheme Return
17.58%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
3175.98
(As on Apr, 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

bt_logoFEE 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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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 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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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ValueQuest - Platinum
AUM (₹ Cr)
₹3,175.98 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
43 Out of 270
Fixed Fee
2.50%
Scheme Return
17.58%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*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 15237.21 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

15,237.21 (As on Mar, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ValueQuest - Growth
AUM (₹ Cr)
₹1,802.69 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
29 Out of 270
Fixed Fee
2.50%
Scheme Return
18.88%
Benchmark Return
-11.37%
ValueQuest - Platinum
AUM (₹ Cr)
₹3,175.98 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 270
Fixed Fee
2.50%
Scheme Return
17.58%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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