ValueQuest Agile is an equity portfolio management service (PMS) strategy run by Valuequest Investment Advisors Pvt. Ltd., launched on 27 Apr 2021. It manages ₹71.58 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +68.70% over 1 year (+25.31% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹71.58 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹71.58 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
27/04/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.75%
3 Months
+14.95%
1 Year
+68.70%
Since Inception
+25.31%
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.