ValueQuest - Growth

EQUITY MULTI CAP

Aims to maximize the power of compounding by picking high-quality companies with proven track records at reasonable valuations.

+17.21%

3Y annualised returns

+11.89%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

07 Oct '10

Total AUM

₹1,504.03Cr

Min. investment

₹1,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.5%

Cash2.5%

Equity market cap split

Small Cap65.5%

Large Cap21.8%

Mid Cap10.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹1,00,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

SS
Sameer Shah
Co-Founder & Fund Manager
View details

About

Sameer manages VQ Growth, the flagship PMS strategy, since its Inception in 2010. With an extensive career spanning over 23 years in various facets of the financial industry. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. Co-Founder & Fund Manager Sameer Shah His professional background includes notable stints at Sharekhan, BRICS, and Centrum. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

Experience

Over 23 years of experience in various facets of the financial industry.

Investment philosophy

Manages the flagship PMS strategy and heads the firm's research division.

Previously worked at