Valuequest Investment Advisors PMS strategies
Valuequest Investment Advisors runs 7 portfolio management strategies listed with APMI, managing ₹18,498 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 |
|---|---|---|---|---|---|---|---|---|
| ValueQuest Alpha | Equity | Sameer Shah | ₹11,843 Cr | +13.88% | +4.68 pts | — | ₹50 Lakhs | Sep 2026 |
| ValueQuest Platinum | Equity | RAVINDRA DHARAMSHI | ₹3,451 Cr | +11.18% | +1.98 pts | — | ₹50 Lakhs | Sep 2026 |
| ValueQuest Growth | Equity | Sameer Shah | ₹2,011 Cr | +14.18% | +4.98 pts | — | ₹50 Lakhs | Sep 2026 |
| ValueQuest Vision | Equity | Pranav Mehta | ₹1,121 Cr | +26.20% | +17.00 pts | — | ₹50 Lakhs | Sep 2026 |
| ValueQuest Agile | Equity | — | ₹71.58 Cr | — | — | — | ₹50 Lakhs | — |
| ValueQuest Liquid | Debt | — | ₹0.41 Cr | — | — | — | ₹50 Lakhs | — |
| ValueQuest Poise | Equity | — | — | +17.91% | — | — | ₹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.
Talk to a SEBI-registered adviser about PMS