Valuequest Investment Advisors Pvt. Ltd. • Equity
ValueQuest Alpha is an equity portfolio management service (PMS) strategy run by Valuequest Investment Advisors Pvt. Ltd., launched on 14 Jun 2022. As of 30 Sep 2026, it manages ₹11,843 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +13.25% over 1 year and +13.88% over 3 years (+20.17% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.68 percentage points ahead of its benchmark. Its 3-year return ranks 143rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sameer Shah.
Ranked nearby on 3-year return: Special Situations Portfolio (+14.00%), Bespoke Formerly Known as NAFA New & Clean Tech (+13.91%), Premier (+13.78%), RH Supervalue Aggressive (+13.78%).
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 | -4.54% |
| 3 Months | -0.97% |
| 1 Year | +13.25% |
| 3 Years | +13.88% |
| Since Inception | +20.17% |
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 callValueQuest Alpha has a 1-year return of +13.25%, a 3-year return of +13.88% and +20.17% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, ValueQuest Alpha returned +13.88% against +9.20% for the BSE 500 TRI, 4.68 percentage points ahead. Over 1 year it returned +13.25% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, ValueQuest Alpha's 3-year return of +13.88% ranks 143rd as of 30 Sep 2026.
ValueQuest Alpha is managed by Sameer Shah at Valuequest Investment Advisors. The strategy manages ₹11,843 Cr of client assets as of 30 Sep 2026.
ValueQuest Alpha manages ₹11,843 Cr of client assets as of 30 Sep 2026.
The minimum investment for ValueQuest Alpha is ₹50 Lakhs.
ValueQuest Alpha was launched on 14 Jun 2022. It has a 4-year track record.
Description
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