ValueQuest - Platinum
EQUITY MULTI CAP
Invests in equity, equity-related, and debt instruments, focusing on fundamentally sound companies with bright future prospects.
+18.64%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
24 Jul '14
Total AUM
₹3,366.74Cr
Min. investment
₹10,00,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.7%
Cash1.3%
Equity market cap split
Small Cap59.0%
Mid Cap24.5%
Large Cap15.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹10,00,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
RDRavindra DharamshiChief Investment OfficerView details
RD
Ravindra Dharamshi
Chief Investment Officer
View details
About
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.
Experience
Holds 23 years of cumulative experience in the equity market.
Investment philosophy
Expertise in pharma, technology, new-age businesses, and private equity deals.
Previously worked at
- ValueQuest
Awards
- Worked under renowned investor Rakesh Jhunjhunwala and identified the pharma sector's potential early on. He transformed ValueQuest into a SEBI-registered PMS firm in 2010.
PMS house
Valuequest Investment Advisors Pvt. Ltd.
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