- Manager
- Valuequest Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
ValueQuest Vision
+10.30%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valuequest Investment Advisors’ ValueQuest Vision returned 10.30% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,121 crore across its clients.
Key numbers
- AUM
- ₹1,121 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.37% | −5.57% | +5.94% |
| 3 months | +3.56% | −3.59% | +7.15% |
| 6 months | +25.76% | +8.07% | +17.69% |
| 1 year | +10.30% | −2.33% | +12.63% |
| 2 years | +13.89% | −3.93% | +17.82% |
| 3 years | +26.20% | +9.20% | +17.00% |
| 4 years | +30.32% | +11.22% | +19.10% |
| 5 years | +26.55% | +8.91% | +17.64% |
| Since inception | +29.03% | +12.72% | +16.31% |
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 equity95.76%₹1,074 Cr
- Cash and other4.24%₹47.48 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.81 Cr
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- ₹0.74 Cr
- Net, FY to date
- ₹148 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ValueQuest Vision returned?
10.30% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.37%; 3 months: 3.56%; 6 months: 25.76%; 1 year: 10.30%; 2 years: 13.89%; 3 years: 26.20%; 4 years: 30.32%; 5 years: 26.55%; Since inception: 29.03%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.63 percentage points ahead.
How much does ValueQuest Vision manage?
₹1,121 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 Vision?
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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