Portfolio Management Services (PMS)Compare Schemes
Valtrust Momentum vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Valtrust Momentum
ValueQuest - Platinum
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.78%
2.62%
6 Months
15.08%
20.31%
1 Year
13.63%
5.50%
3 Years
16.91%
14.22%
5 Years
—
16.13%
Since Inception
23.12%
18.70%
Fund Age
3 yrs 7 mo
9 yrs 8 mo
AUM
₹78.91 Cr
₹3,491.64 Cr
Alpha – 1 Year
8.91%
2.52%
Alpha – 3 Years
4.82%
2.33%
Information Ratio – 3 Years
0.40
0.19
Volatility – 1 Year
20.25%
25.24%
Volatility – 3 Years
21.43%
21.26%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.18
1.17
Sharpe Ratio – 1 Year
0.47
0.11
Sharpe Ratio – 3 Years
0.59
0.48
Worst Rolling Year
15.66%
-9.34%
Value at Worst Rolling Year
₹1.16 Cr
₹0.91 Cr
Deepest Drawdown
−29.56%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
19.72%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 30% · S 55%
L 23% · M 15% · S 57%
Number of Stocks
30
30
Portfolio P/E
—
—
Top 5 Holdings
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%