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ValueQuest Vision

ValueQuest Vision is a Equity Portfolio Management Service launched by Valuequest Investment Advisors Pvt. Ltd. on April 2021. Managed by Pranav Mehta, the fund holds ₹1081 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 4.85% (1Y), 30.57% CAGR (3Y), 29.76% since inception. Performance data as of July 2026.

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ValueQuest Vision

Valuequest Investment Advisors Pvt. Ltd.

1,080.56 CR AUM

ValueQuest Vision

ValueQuest Vision

Valuequest Investment Advisors Pvt. Ltd.

1,080.56 CR AUM

BSE 500 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

pranav mehta

Fund Manager
EQUITYStrategies

Pranav Mehta, based in Mumbai, MH, IN, is currently a Assistant Fund Manager at Valuequest Investment Advisors. Pranav Mehta brings experience from previous roles at Valuequest Investment Advisors and Khimji Kunverji & Co.. Pranav Mehta holds a 2012 - 2014 All 3 levels of CFA @ CFA Institute, USA. With a robust skill set that includes Auditing, Football, Financial Reporting, Cricket, Financial Analysis and more. Pranav Mehta has 2 emails on RocketReach.

Pranav Mehta, based in Mumbai, MH, IN, is currently a Assistant Fund Manager at Valuequest Investment Advisors. Pranav Mehta brings experience from previous roles at Valuequest Investment Advisors and Khimji Kunverji & Co.. Pranav Mehta holds a 2012 - 2014 All 3 levels of CFA @ CFA Institute, USA. With a robust skill set that includes Auditing, Football, Financial Reporting, Cricket, Financial Analysis and more. Pranav Mehta has 2 emails on RocketReach.

What is this fund's investment objective?

The main object of the Investment Approach is to invest in all equity and equity related instruments, debt instruments (including liquid funds, fixed deposits etc.) and securities listed or traded on any recognised stock exchange with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The aim is to identify stocks through bottom-up research based on sector developments, quarterly results, etc. Here our philosophy is to look for companies that have the capability to change league in terms of size. These stocks will be selected based on strength of balance sheet, management quality, product, and sales capabilities, etc. Time frame for investments for this Investment Approach will be rolling 5 years. Key risks include regulation and policy risk, management changes, execution risks.

How has ValueQuest Vision performed?

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Wealth Creation Calculator

1M IA return
3.07%
1M benchmark return
1.73%
Alpha
1.34%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.07%
1M benchmark return
1.73%
Alpha
1.34%
1M Wealth multiple
1.03x

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