- Manager
- Quantum Advisors
- Service
- Discretionary
- Asset class
- Equity
Q India Value Equity Strategy
−8.06%
1-year return
Benchmark BSE 500 TR −2.33% · to 30 Sep 2026
Quantum Advisors’ Q India Value Equity Strategy returned −8.06% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TR. It managed ₹152 crore across its clients.
Key numbers
- AUM
- ₹152 Cr
- Benchmark
- BSE 500 TR
- Turnover, past year
- 0.47×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −6.16% | −5.57% | −0.58% |
| 3 months | −4.37% | −3.59% | −0.78% |
| 6 months | +3.27% | +8.07% | −4.80% |
| 1 year | −8.06% | −2.33% | −5.73% |
| 2 years | −6.66% | −3.93% | −2.73% |
| 3 years | +7.56% | +9.21% | −1.65% |
| 4 years | +10.34% | +11.22% | −0.88% |
| 5 years | +8.08% | +8.91% | −0.83% |
| Since inception | +14.59% | +13.72% | +0.88% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.26%₹143 Cr
- Cash and other5.74%₹8.70 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹56.21 Cr
- Net, Sep 2026
- −₹56.21 Cr
- Net, FY to date
- −₹56.22 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.47×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Q India Value Equity Strategy returned?
−8.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.16%; 3 months: −4.37%; 6 months: 3.27%; 1 year: −8.06%; 2 years: −6.66%; 3 years: 7.56%; 4 years: 10.34%; 5 years: 8.08%; Since inception: 14.59%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TR, returned −2.33% over the year, so the strategy was 5.73 percentage points behind.
How much does Q India Value Equity Strategy manage?
₹152 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Q India Value Equity Strategy?
Quantum Advisors, a SEBI-registered portfolio manager (INP000000187), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app