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ValueQuest - Growth
ValueQuest - Growth

ValueQuest - Growth

  • Valuequest Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 23
    Out of 141*
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Portfolio age15 years, 10 months
1.42%
1.73%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹-
*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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.77%)
Allocation by Market Cap
Small Cap (68.01%)
Mid Cap (6.67%)
Large Cap (22.55%)
Sector Holdings
  • Healthcare33.38%
  • Capital Goods32.05%
  • Financial Services18.54%
  • Information Technology11.02%
  • Consumer Services1.2%
Stock Holdings
  • Atlanta Electricals Ltd13.73%
  • Concord Biotech Ltd12.05%
  • Fujiyama Power Systems Ltd8.28%
  • ICICI Lombard General Insurance Company Ltd6.59%
  • Inventurus Knowledge Solutions Ltd6.37%

PORTFOLIO MANAGERS

Sameer Shah
  • Manager Rank51 Out of 196
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM2035.08
  • Highest Return In 1 Yr21.84%
Profile

Sameer is the Co-founder & Fund Manager of ValueQuest Investment Advisors, a leading Alternative Investment fund house known for its innovative strategies and exceptional performance. With the understanding of global markets and Indian trends, Sameer has positioned ValueQuest as a trusted partner for high-net-worth individuals and institutional investors. His leadership has fostered a culture of excellence, making ValueQuest a standout in the world of investment management.

Other Schemes
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ValueQuest - Growth
AUM (₹ Cr)
₹2,035.08 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
134 Out of 282
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
2035.08
(As on Jul, 2026)
Inception Date
Oct 07, 2010
Min. Investment
₹-
SIP Option
Available
STP Option
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
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INVESTMENT 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

Calculators

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PEER ANALYSIS

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Compare
ValueQuest - Growth
AUM (₹ Cr)
₹2,035.08 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
134 Out of 282
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 282
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 282
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 282
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 282
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 282
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 19367.53 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

19,367.53 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
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Compare
ValueQuest - Platinum
AUM (₹ Cr)
₹3,491.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 282
Fixed Fee
2.50%
Scheme Return
2.62%
Benchmark Return
1.73%
ValueQuest - Growth
AUM (₹ Cr)
₹2,035.08 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
134 Out of 282
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of ValueQuest - Growth?
The hurdle rate of ValueQuest - Growth is 10.00%.
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 ?
The variable fee charged in ValueQuest - Growth is 1.50%.
What is the profit sharing in ValueQuest - Growth ?
The profit sharing in ValueQuest - Growth is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in ValueQuest - Growth ?
The minimum investment in ValueQuest - Growth is ₹-
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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