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Q India Value Equity Strategy - Constrained V

Q India Value Equity Strategy - Constrained V is a Equity Portfolio Management Service launched by Quantum Advisors Private Limited on December 2008. Managed by I.V Subramaniam, the fund holds ₹15674 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a NIL% fixed fee and AMC: Upto 0.20% Hurdle Rate: excess performance over benchmark+1% Profit Sharing: Upto 15% With a cap, lower of: US$15 million or 3% of Average AUM% performance fee. Trailing returns: -4.67% (1Y), 12.98% CAGR (3Y), 16.19% since inception. Performance data as of July 2026.

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Q India Value Equity Strategy - Constrained V

Quantum Advisors Private Limited

15,673.55 CR AUM

Q India Value Equity Strategy - Constrained V

Q India Value Equity Strategy - Constrained V

Quantum Advisors Private Limited

15,673.55 CR AUM

BSE 500 TRI
Benchmark
17yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: Upto 0.20% Hurdle Rate: excess performance over benchmark+1% Profit Sharing: Upto 15% With a cap, lower of: US$15 million or 3% of Average AUM
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
17yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: Upto 0.20% Hurdle Rate: excess performance over benchmark+1% Profit Sharing: Upto 15% With a cap, lower of: US$15 million or 3% of Average AUM
Variable Fees
NIL
Exit Load
Fund manager

i.v subramaniam

Fund Manager
EQUITYStrategies

I.V. Subramaniam "Subbu" has over 33 years of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu received his Bachelor's degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder

I.V. Subramaniam "Subbu" has over 33 years of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu received his Bachelor's degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder

What is this fund's investment objective?

The primary investment objective of QAPL for this product is to achieve long term capital appreciation from a fully equity oriented portfolio that are in a position to benefit from the anticipated growth and development of the Indian economy and its investment universe will be as far as possible the companies constituting the S&P BSE 200 or any appropriate additions made thereto. However, it has certain cash level and stock/sector exposure related restrictions imposed by the client as prescribed in the client's Investment Management Agreement (IMA).

How has Q India Value Equity Strategy - Constrained V performed?

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1M IA return
0.41%
1M benchmark return
1.73%
Alpha
-1.32%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.41%
1M benchmark return
1.73%
Alpha
-1.32%
1M Wealth multiple
1.00x

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