- Manager
- Valuequest Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
ValueQuest Growth
+26.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valuequest Investment Advisors’ ValueQuest Growth returned 26.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2,011 crore across its clients.
Key numbers
- AUM
- ₹2,011 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.49×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.81% | −5.57% | +0.76% |
| 3 months | +1.37% | −3.59% | +4.96% |
| 6 months | +35.07% | +8.07% | +27.00% |
| 1 year | +26.39% | −2.33% | +28.72% |
| 2 years | +4.44% | −3.93% | +8.37% |
| 3 years | +14.18% | +9.20% | +4.98% |
| 4 years | +20.57% | +11.22% | +9.35% |
| 5 years | +15.82% | +8.91% | +6.91% |
| Since inception | +17.96% | +10.81% | +7.15% |
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 equity91.97%₹1,850 Cr
- Cash and other8.03%₹162 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.69 Cr
- Outflow, Sep 2026
- ₹24 Cr
- Net, Sep 2026
- −₹13.30 Cr
- Net, FY to date
- −₹21.73 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.49×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ValueQuest Growth returned?
26.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.81%; 3 months: 1.37%; 6 months: 35.07%; 1 year: 26.39%; 2 years: 4.44%; 3 years: 14.18%; 4 years: 20.57%; 5 years: 15.82%; Since inception: 17.96%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 28.72 percentage points ahead.
How much does ValueQuest Growth manage?
₹2,011 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 Growth?
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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