- Manager
- Valuequest Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
ValueQuest Platinum
+9.00%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valuequest Investment Advisors’ ValueQuest Platinum returned 9.00% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹3,451 crore across its clients.
Key numbers
- AUM
- ₹3,451 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.05% | −5.57% | +1.52% |
| 3 months | +1.99% | −3.59% | +5.58% |
| 6 months | +28.92% | +8.07% | +20.85% |
| 1 year | +9.00% | −2.33% | +11.33% |
| 2 years | −2.37% | −3.93% | +1.56% |
| 3 years | +11.18% | +9.20% | +1.98% |
| 4 years | +17.70% | +11.22% | +6.48% |
| 5 years | +15.16% | +8.91% | +6.25% |
| Since inception | +18.35% | +12.14% | +6.21% |
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 equity98.35%₹3,394 Cr
- Cash and other1.65%₹56.96 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹44.24 Cr
- Outflow, Sep 2026
- ₹21.51 Cr
- Net, Sep 2026
- ₹22.72 Cr
- Net, FY to date
- ₹18.21 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ValueQuest Platinum returned?
9.00% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.05%; 3 months: 1.99%; 6 months: 28.92%; 1 year: 9.00%; 2 years: −2.37%; 3 years: 11.18%; 4 years: 17.70%; 5 years: 15.16%; Since inception: 18.35%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 11.33 percentage points ahead.
How much does ValueQuest Platinum manage?
₹3,451 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 Platinum?
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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