Valuequest Investment Advisors Pvt. Ltd. • Equity
ValueQuest Growth is an equity portfolio management service (PMS) strategy run by Valuequest Investment Advisors Pvt. Ltd., launched on 7 Oct 2010. As of 30 Sep 2026, it manages ₹2,011 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +26.39% over 1 year, +14.18% over 3 years and +15.82% over 5 years (+17.96% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.98 percentage points ahead of its benchmark. Its 3-year return ranks 133rd 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: Kinetic (+14.23%), BeSpokeEquity (+14.19%), Emerging Corporates India Portfolio (+14.16%), Emerging India Portfolio Systematic Rebalancing Option (+14.13%).
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 | -4.81% |
| 3 Months | +1.37% |
| 1 Year | +26.39% |
| 3 Years | +14.18% |
| 5 Years | +15.82% |
| Since Inception | +17.96% |
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 Growth has a 1-year return of +26.39%, a 3-year return of +14.18%, a 5-year return of +15.82% and +17.96% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ValueQuest Growth returned +15.82% against +8.91% for the BSE 500 TRI, 6.91 percentage points ahead. Over 3 years it returned +14.18% against +9.20%; Over 1 year it returned +26.39% 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 Growth's 3-year return of +14.18% ranks 133rd as of 30 Sep 2026.
ValueQuest Growth is managed by Sameer Shah at Valuequest Investment Advisors. The strategy manages ₹2,011 Cr of client assets as of 30 Sep 2026.
ValueQuest Growth manages ₹2,011 Cr of client assets as of 30 Sep 2026.
The minimum investment for ValueQuest Growth is ₹50 Lakhs.
ValueQuest Growth was launched on 7 Oct 2010. It has a 15-year track record.
Description
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