Valuequest Investment Advisors Pvt. Ltd. • Equity
ValueQuest Vision is an equity portfolio management service (PMS) strategy run by Valuequest Investment Advisors Pvt. Ltd., launched on 20 Apr 2021. As of 30 Sep 2026, it manages ₹1,121 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.30% over 1 year, +26.20% over 3 years and +26.55% over 5 years (+29.03% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 17.00 percentage points ahead of its benchmark. Its 3-year return ranks 6th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Pranav Mehta.
Ranked nearby on 3-year return: The Opportunistic (+27.11%), InCred Focused Healthcare Equity (+26.57%), Wallfort Ameya Fund (+25.70%), ICICI Prudential PMS India Recovery Strategy (+25.11%).
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 | +0.37% |
| 3 Months | +3.56% |
| 1 Year | +10.30% |
| 3 Years | +26.20% |
| 5 Years | +26.55% |
| Since Inception | +29.03% |
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 Vision has a 1-year return of +10.30%, a 3-year return of +26.20%, a 5-year return of +26.55% and +29.03% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ValueQuest Vision returned +26.55% against +8.91% for the BSE 500 TRI, 17.64 percentage points ahead. Over 3 years it returned +26.20% against +9.20%; Over 1 year it returned +10.30% 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 Vision's 3-year return of +26.20% ranks 6th as of 30 Sep 2026.
ValueQuest Vision is managed by Pranav Mehta at Valuequest Investment Advisors. The strategy manages ₹1,121 Cr of client assets as of 30 Sep 2026.
ValueQuest Vision manages ₹1,121 Cr of client assets as of 30 Sep 2026.
The minimum investment for ValueQuest Vision is ₹50 Lakhs.
ValueQuest Vision was launched on 20 Apr 2021. It has a 5-year track record.
Description
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