- Manager
- Valuequest Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
ValueQuest Alpha
+13.25%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valuequest Investment Advisors’ ValueQuest Alpha returned 13.25% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹11,843 crore across its clients.
Key numbers
- AUM
- ₹11,843 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.54% | −5.57% | +1.03% |
| 3 months | −0.97% | −3.59% | +2.62% |
| 6 months | +23.22% | +8.07% | +15.15% |
| 1 year | +13.25% | −2.33% | +15.58% |
| 2 years | +1.77% | −3.93% | +5.70% |
| 3 years | +13.88% | +9.20% | +4.68% |
| 4 years | +17.26% | +11.22% | +6.04% |
| Since inception | +20.17% | +13.16% | +7.01% |
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 equity99.61%₹11,797 Cr
- Cash and other0.39%₹45.77 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.35 Cr
- Net, Sep 2026
- −₹0.35 Cr
- Net, FY to date
- −₹45.18 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 ValueQuest Alpha returned?
13.25% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.54%; 3 months: −0.97%; 6 months: 23.22%; 1 year: 13.25%; 2 years: 1.77%; 3 years: 13.88%; 4 years: 17.26%; Since inception: 20.17%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 15.58 percentage points ahead.
How much does ValueQuest Alpha manage?
₹11,843 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 ValueQuest Alpha?
Valuequest Investment Advisors, a SEBI-registered portfolio manager (INP000003724), 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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