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Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd

Valuequest Investment Advisors Pvt Ltd

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AUM ₹ 17,423.87 Cr (As on Jan, 2025)
No. of schemes 3
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About Valuequest Investment Advisors Pvt Ltd

Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 17423.87 crores. Its current offering of PMS schemes includes 3 Multi Cap schemes.

Portfolio MANAGERS

Ravindra Dharamshi
Ravindra Dharamshi
  • Schemes managed 1
  • Total AUM ₹2,989.20 Cr
  • Highest return in 1 year +21.78 %
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.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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ValueQuest - Growth
AUM (₹ Cr)
1960.10
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
117 Out of 177
Fixed Fee
2.50%
ValueQuest - Platinum
AUM (₹ Cr)
2989.20
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
125 Out of 177
Fixed Fee
2.50%
Poise
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
154 Out of 177
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
ValueQuest - Growth
117Out of 3
-8.23%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,960.10
No Option
2.50%
ValueQuest - Platinum
125Out of 3
-8.62%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
2,989.20
No Option
2.50%
Poise
154Out of 3
-11.32%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Valuequest Investment Advisors Pvt Ltd ?
The total AUM managed by Valuequest Investment Advisors Pvt Ltd is ₹17423.87 crores
What is the total number of schemes managed by Valuequest Investment Advisors Pvt Ltd ?
The total number of schemes managed by Valuequest Investment Advisors Pvt Ltd is 3
What is the best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 1 year ?
The best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 1 year is ValueQuest - Platinum.
What is the best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 3 years?
The best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 3 years is ValueQuest - Platinum
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