Valuequest Investment
Growth
Valuequest Investment's Growth is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Sameer Shah, operational since Oct 2010. Benchmark: BSE 500 TRI.
AUM
₹2,020 Cr
Min investment
₹50 L
Inception
Oct 2010
Fund manager
Sameer Shah
The ValueQuest Growth Fund PMS invests in High-conviction, sector-agnostic multi-cap business. Though sector agnostic Historically heavily weighted in segments like Financial Services/Banks, Building Materials, Pharma, and Manufacturing.
6M
+21.7%
1Y
+18.7%
5Y
+16.9%
Since inception
+18.2%
6M
+25.2%
1Y
+20.7%
5Y
+4.7%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+11.3%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Oct 2010)
Hypothetical illustration based on published TWRR over 15.8 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
8-12 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
60%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.