Val-Q Mid Cap High Quality Fund
Val-Q Mid Cap High Quality Fund is a Equity Portfolio Management Service launched by Val Q Investment Advisory Pvt Ltd on December 2014. Managed by ASHIT CHADRAKANT KOTHARI, the fund holds ₹53 Cr in AUM and benchmarks against MSEI SX 40 TRI. Minimum investment is ₹5000000 lakh, with a 2%% fixed fee and 0%% performance fee. Trailing returns: -1.15% (1Y), 9.05% CAGR (3Y), 10.68% since inception. Performance data as of July 2026.
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Val-Q Mid Cap High Quality Fund
Val Q Investment Advisory Pvt Ltd
52.90 CR AUM
Val-Q Mid Cap High Quality Fund
Val Q Investment Advisory Pvt Ltd
52.90 CR AUM
MSEI SX 40 TRI
Benchmark
11yr 6mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
MSEI SX 40 TRI
Benchmark
11yr 6mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
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.
What is this fund's investment objective?
Invest in a Midsize Company having the potential to become large Cap company
How has Val-Q Mid Cap High Quality Fund performed?
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1M IA return
3.90%
1M benchmark return
1.68%
Alpha
2.22%
1M Wealth multiple
1.04x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
3.90%
1M benchmark return
1.68%
Alpha
2.22%
1M Wealth multiple
1.04x
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