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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −8.8% | −6.0% | −2.8% |
| 3 Months | −5.0% | −4.9% | −0.1% |
| 6 Months | +7.9% | +2.1% | +5.8% |
| 1 Year | 0.0% | −7.1% | +7.1% |
|---|
| 2 Years | 0.0% | −5.3% | +5.3% |
|---|
| 3 Years (CAGR) | 0.0% | +6.1% | −6.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | −1.5% | +10.5% | −12.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 7-month window · Source: Computed from NAV history
Maximum drawdown: 8.8%
ValueStocks’s story and investment philosophy are on the ValueStocks firm page.
Shailesh Saraf
Managing Director
Shailesh Saraf is a highly respected professional in the world of finance with a distinguished career spanning more than two decades. He has played a pivotal role in developing the Small Cap High Growth Low Valuation Strategy, which has consistently outperformed benchmark indices. His disciplined approach to long-term investing and focus on quality growth businesses has benefited thousands of investors. His methodology combines fundamental research, valuation discipline, and market experience to identify wealth-creating companies.
Shridhar Bhuwalka
Joint Managing Director
Nearly two decades of leadership experience in financial markets. Specializes in financial management, banking, risk management, operations, and technical and fundamental analysis. Commerce graduate with extensive professional development training.
Registration No
INP000003468
Fund Manager
Ms. Dolly Dhavle
Principal Officer
Ms. Dolly Dhavle
Not reported — complaint data for this strategy isn't available yet.
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