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ValueQuest Alpha

ValueQuest Alpha is a Equity Portfolio Management Service launched by Valuequest Investment Advisors Pvt. Ltd. on June 2022. Managed by Sameer Shah, the fund holds ₹11992 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 8.26% (1Y), 17.22% CAGR (3Y), 21.84% since inception. Performance data as of July 2026.

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ValueQuest Alpha

Valuequest Investment Advisors Pvt. Ltd.

11,991.76 CR AUM

ValueQuest Alpha

ValueQuest Alpha

Valuequest Investment Advisors Pvt. Ltd.

11,991.76 CR AUM

BSE 500 TRI
Benchmark
4yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sameer shah

Fund Manager
EQUITYStrategies

Sameer manages VQ Growth, the flagship PMS strategy, since its Inception in 2010. With an extensive career spanning over 23 years in various facets of the financial industry. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. Co-Founder & Fund Manager Sameer Shah His professional background includes notable stints at Sharekhan, BRICS, and Centrum. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

Sameer manages VQ Growth, the flagship PMS strategy, since its Inception in 2010. With an extensive career spanning over 23 years in various facets of the financial industry. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. Co-Founder & Fund Manager Sameer Shah His professional background includes notable stints at Sharekhan, BRICS, and Centrum. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

What is this fund's investment objective?

The main object of the Investment Approach is to invest in all equity and equity related instruments and approved securities listed or traded on select recognized stock exchanges with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The aim is to maximize the power of compounding. Here our philosophy is to pick high quality companies with proven track record at reasonable valuations and then let the compounding do its magic. Idea is to ride the growth phase in the company or industry over rolling 3-5 years?' time frame. There would be exclusions based on size of capital that can be deployed, ESG considerations. Key risks include regulation and policy risk, growth slowdown, wrong capital allocation.

How has ValueQuest Alpha performed?

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1M IA return
5.60%
1M benchmark return
1.73%
Alpha
3.87%
1M Wealth multiple
1.06x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
5.60%
1M benchmark return
1.73%
Alpha
3.87%
1M Wealth multiple
1.06x

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