Val Q Investment Advisory Pvt Ltd • Equity
Val-Q Mid Cap High Quality Fund is an equity portfolio management service (PMS) strategy run by Val Q Investment Advisory Pvt Ltd, launched on 24 Dec 2014. As of 30 Sep 2026, it manages ₹50.65 Cr of client assets and is benchmarked against the MSEI SX 40 TRI. Its reported trailing returns are -0.28% over 1 year, +4.88% over 3 years and +7.71% over 5 years (+10.19% since inception). Over 3 years, the MSEI SX 40 TRI returned +4.00%, so the strategy is 0.88 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by ASHIT CHADRAKANT KOTHARI.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.95% |
| 3 Months | -2.65% |
| 1 Year | -0.28% |
| 3 Years | +4.88% |
| 5 Years | +7.71% |
| Since Inception | +10.19% |
| management fee | Fixed Fees: 2% |
| performance fee | Variable Fees: 0% |
| exit load | 1st year 2% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callVal-Q Mid Cap High Quality Fund has a 1-year return of -0.28%, a 3-year return of +4.88%, a 5-year return of +7.71% and +10.19% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Val-Q Mid Cap High Quality Fund returned +7.71% against +4.17% for the MSEI SX 40 TRI, 3.54 percentage points ahead. Over 3 years it returned +4.88% against +4.00%; Over 1 year it returned -0.28% against -8.52%. Figures as of 30 Sep 2026.
Val-Q Mid Cap High Quality Fund is managed by ASHIT CHADRAKANT KOTHARI at Val Q Investment Advisory. The strategy manages ₹50.65 Cr of client assets as of 30 Sep 2026.
Val-Q Mid Cap High Quality Fund manages ₹50.65 Cr of client assets as of 30 Sep 2026.
The fee structure for Val-Q Mid Cap High Quality Fund includes: management fee: Fixed Fees: 2%; performance fee: Variable Fees: 0%; exit load: 1st year 2%.
The minimum investment for Val-Q Mid Cap High Quality Fund is ₹50 Lakhs.
Val-Q Mid Cap High Quality Fund was launched on 24 Dec 2014. It has an 11-year track record.
Description
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