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Val-Q Large Cap Blue Chip Fund

Val Q Investment Advisory Pvt Ltd

42.46 CR AUM

Val-Q Large Cap Blue Chip Fund

Val-Q Large Cap Blue Chip Fund

Val Q Investment Advisory Pvt Ltd

42.46 CR AUM

MSEI SX 40 TRI
Benchmark
11yr 3mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
MSEI SX 40 TRI
Benchmark
11yr 3mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
Fund manager

ashit chadrakant kothari

Fund Manager
EQUITYStrategies

Founder and Managing Director / Portfolio Manager. He has an overall experience of 22 years in the Indian Capital Market. Prior to starting Val-Q, he was the head of the Indian sub-continent operations at Lloyd George Management (LGM) for 10 years in Mumbai. He was also the advisor to all LGM Indian offshore funds. Before LGM, Ashit had worked as a Portfolio Manager at Alliance Capital India, managing 6 Indian funds for 3 years. He was co-head of research at ASK Raymond James and senior analyst at BNP Paribas & IIT InvesTrust Pvt. Ltd. He holds a post-graduate management degree specialising in Finance and has graduated in Chemical Engineering from Mumbai University.

Founder and Managing Director / Portfolio Manager. He has an overall experience of 22 years in the Indian Capital Market. Prior to starting Val-Q, he was the head of the Indian sub-continent operations at Lloyd George Management (LGM) for 10 years in Mumbai. He was also the advisor to all LGM Indian offshore funds. Before LGM, Ashit had worked as a Portfolio Manager at Alliance Capital India, managing 6 Indian funds for 3 years. He was co-head of research at ASK Raymond James and senior analyst at BNP Paribas & IIT InvesTrust Pvt. Ltd. He holds a post-graduate management degree specialising in Finance and has graduated in Chemical Engineering from Mumbai University.

Purpose

To Give Client Exposure to Large Cap Blue Chip Stocks for steady returns and which represents the Indian Economy

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-11.89%
1M benchmark return
-11.34%
Alpha
-0.55%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.89%
1M benchmark return
-11.34%
Alpha
-0.55%
1M Wealth multiple
0.88x

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