APMI

ValueQuest Poise

Investment Approach Details

₹105.63

(AUM CR)

PMS Provider Name

Valuequest Investment Advisors Pvt. Ltd.

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

10/02/2022

Age

3.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The main object of the Investment Approach is to invest in all equity and equity related instruments, debt instruments (including liquid funds, fixed deposits etc.), ETFs and securities listed or traded on any recognised stock exchange with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The constructed portfolio to invest in well curated low-friction business-models with some degree of certainty and predictability of growth, at reasonable relative valuations. Seeks companies with large addressable market opportunities to grow, with healthy and scalable business-financial model run by passionate and ambitious managements of high standards. To invest in a well-balanced, diversified, all weather portfolio of 15 -to- 25 stocks which can withstand both macro and micro shocks over time. A portfolio that can remain calm and resilient with reasonable predictability over the next 3-5year horizon.
Key risks include broad market valuation compression due to liquidity shocks, regulation and policy risk, industry headwinds arising out of macro slowdown or company specific unforeseeable risks.

Fund Manager Details


Varun Goenka
Work Exp. NA
Email ID NA
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.14

1 Year Turnover

1.86