- Manager
- Quantum Advisors
- Service
- Discretionary
- Asset class
- Equity
Q India Value Equity Strategy - Constrained V
−5.42%
1-year return
Benchmark BSE 500 TR −2.33% · to 30 Sep 2026
Quantum Advisors’ Q India Value Equity Strategy - Constrained V returned −5.42% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TR. It managed ₹14,972 crore across its clients.
Key numbers
- AUM
- ₹14,972 Cr
- Benchmark
- BSE 500 TR
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TR | Difference |
|---|---|---|---|
| 1 month | −6.78% | −5.57% | −1.20% |
| 3 months | −4.34% | −3.59% | −0.75% |
| 6 months | +3.67% | +8.07% | −4.40% |
| 1 year | −5.42% | −2.33% | −3.10% |
| 2 years | −5.49% | −3.93% | −1.56% |
| 3 years | +9.50% | +9.21% | +0.30% |
| 4 years | +11.94% | +11.22% | +0.72% |
| 5 years | +9.36% | +8.91% | +0.45% |
| Since inception | +15.65% | +14.93% | +0.73% |
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 equity98.13%₹14,692 Cr
- Cash and other1.87%₹280 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.14 Cr
- Net, Sep 2026
- −₹1.14 Cr
- Net, FY to date
- −₹17.57 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Q India Value Equity Strategy - Constrained V returned?
−5.42% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.78%; 3 months: −4.34%; 6 months: 3.67%; 1 year: −5.42%; 2 years: −5.49%; 3 years: 9.50%; 4 years: 11.94%; 5 years: 9.36%; Since inception: 15.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TR, returned −2.33% over the year, so the strategy was 3.10 percentage points behind.
How much does Q India Value Equity Strategy - Constrained V manage?
₹14,972 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 - Constrained V?
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.
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