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ValueQuest - Growth
ValueQuest - Growth

ValueQuest - Growth

  • Valuequest Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 27
    Out of 118*
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Portfolio age15 years, 2 months
7.02%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.79%)
Allocation by Market Cap
Small Cap (64.28%)
Mid Cap (19.5%)
Large Cap (14.43%)
Sector Holdings
  • Pharma23.34%
  • Technology15.58%
  • Manufacturing14.27%
  • Financial Services10.45%
  • BANK NBFC10.36%
Stock Holdings
  • ICICI Lombard General Insurance Company Ltd%
  • Divis Laboratories Ltd%
  • Inventurus Knowledge Solutions Ltd%
  • Concord Biotech Ltd%
  • Acutaas Chemicals LTD%

bt_logoPORTFOLIO MANAGERS

Sameer Shah
  • Manager Rank45 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1814.09
  • Highest Return In 1 Yr-2.69%
Profile

Sameer manages VQ Growth, the flagship PMS strategy, since its Inception in 2010. With an extensive career spanning over 23 years in various facets of the financial industry. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. Co-Founder & Fund Manager Sameer Shah His professional background includes notable stints at Sharekhan, BRICS, and Centrum. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

Other Schemes
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Compare
ValueQuest - Growth
AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
6 Out of 251
Fixed Fee
2.50%
Scheme Return
7.02%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1814.09
(As on Oct, 2025)
Inception Date
Oct 07, 2010
Min. Investment
₹1 Cr
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
15% Profit Sharing
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bt_logoINVESTMENT PHILOSOPHY

Objective

ValueQuest Growth aims to maximize the power of compounding by investing in high quality companies, with proven track record, at reasonable valuation. The idea is to ride the growth phase in a company / industry over rolling 3-5 years time frame.

Investment Approach

Multi cap, sector agnostic strategy, Individual customized portfolios (No model portfolio), Focus on absolute returns ,8-12 stock concentrated portfolio, High bar on quality and proven track record. Investment time frame : rolling 3-5 years

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ValueQuest - Growth
AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 251
Fixed Fee
2.50%
Scheme Return
7.02%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 17943.63 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

17,943.63 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ValueQuest - Growth
AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
6 Out of 251
Fixed Fee
2.50%
Scheme Return
7.02%
Benchmark Return
4.27%
ValueQuest - Platinum
AUM (₹ Cr)
₹3,366.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
215 Out of 251
Fixed Fee
2.50%
Scheme Return
1.97%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of ValueQuest - Growth?
There is no option for Hurdle rate.
What is the fixed fee charged in ValueQuest - Growth ?
The fixed fee charged in ValueQuest - Growth is 2.50%.
What is the variable fee charged in ValueQuest - Growth ?
There is no option for Variable fee.
What is the profit sharing in ValueQuest - Growth ?
The profit sharing in ValueQuest - Growth is 15% Profit Sharing.
What is the minimum investment in ValueQuest - Growth ?
The minimum investment in ValueQuest - Growth is ₹1 Cr
What type of scheme is ValueQuest - Growth?
ValueQuest - Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ValueQuest - Growth?
The inception date of ValueQuest - Growth is Oct 07, 2010.
What is the exit load of ValueQuest - Growth?
Exit load is 1.00% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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