- Category
- III
- Strategy
- Long-only
- Fund house
- Valuequest Investment Advisors
ValueQuest India Inflexion Fund
+50.23%
1-year return, after expenses, before performance fee and tax
Benchmark BSE 200 TRI · data as of 30 Sep 2026
ValueQuest India Inflexion Fund, a Category III long-only AIF from Valuequest Investment Advisors, returned 50.23% (after expenses, before performance fee and tax) in the year to 30 Sep 2026. It began on 7 May 2025.
Key numbers
- AUM
- —
- Benchmark
- BSE 200 TRI
- Launched
- 7 May 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | BSE 200 TRI |
|---|---|---|
| 1 month | +1.26% | −5.57% |
| 3 months | +15.55% | −3.59% |
| 6 months | +58.95% | +8.07% |
| 1 year | +50.23% | −2.33% |
| Since inception | +50.34% | +0.88% |
After expenses, before performance fee and tax, as Valuequest Investment Advisors reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- —
- Benchmark
- BSE 200 TRI
- Fund manager
- Sameer Shah
Investment approach
The Fund is set up with the objective to carry on the activity of an open-ended scheme of a Category III AIF and for this purpose to arrange, make, manage and dispose of investments with an aim to provide long term capital appreciation to Contributors and to deliver superior risk adjusted returns in accordance with Applicable Laws and Fund Documents. ValueQuest India Inflexion Fund aims to appreciate capital by focusing on companies at the Inflexion point of SCALE change.
The Fund is set up with the objective to carry on the activity of an open-ended scheme of a Category III AIF and for this purpose to arrange, make, manage and dispose of investments with an aim to provide long term capital appreciation to Contributors and to deliver superior risk adjusted returns in accordance with Applicable Laws and Fund Documents. ValueQuest India Inflexion Fund aims to appreciate capital by focusing on companies at the Inflexion point of SCALE change.
About the fund manager
Mr. Sameer Shah — Co-Founder & Fund Manager
Sameer is the Co-founder & Fund Manager of ValueQuest Investment Advisors, a leading Alternative Investment fund house known for its innovative strategies and exceptional performance. With the understanding of global markets and Indian trends, Sameer has positioned ValueQuest as a trusted partner for high-net-worth individuals and institutional investors. His leadership has fostered a culture of excellence, making ValueQuest a standout in the world of investment management.
As the fund house describes it.
FAQs
What has ValueQuest India Inflexion Fund returned?
50.23% (1-year return) to 30 Sep 2026, after expenses, before performance fee and tax, as Valuequest Investment Advisors reports it. 1 month: 1.26%; 3 months: 15.55%; 6 months: 58.95%; 1 year: 50.23%; Since inception: 50.34%.
What kind of AIF is ValueQuest India Inflexion Fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). ValueQuest India Inflexion Fund’s stated minimum is ₹1 crore.
Who manages ValueQuest India Inflexion Fund?
Valuequest Investment Advisors runs it; the fund manager is Sameer Shah.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: ValueQuest India Inflexion Fund’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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