Val Q Investment Advisory PMS strategies
Val Q Investment Advisory runs 3 portfolio management strategies listed with APMI, managing ₹98.1 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Val-Q Mid Cap High Quality Fund | Equity | — | ₹50.42 Cr | +9.88% | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | — |
| Val-Q Large Cap Blue Chip Fund | Equity | — | ₹47.52 Cr | +14.17% | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | — |
| Val-Q Debt Mutual Fund | Debt | — | ₹0.16 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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