Valuequest Investment
Vision
Valuequest Investment's Vision is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Pranav Mehta, operational since Apr 2021. Benchmark: BSE 500 TRI.
AUM
₹1,081 Cr
Min investment
₹50 L
Inception
Apr 2021
Fund manager
Pranav Mehta
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. The 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. Time frame for investments for this Investment approach will be rolling 5 years. Key risks include regulation and policy risk, management changes, execution risks.
6M
+7.9%
1Y
+4.9%
5Y
+26.1%
Since inception
+29.8%
6M
+11.4%
1Y
+6.8%
5Y
+13.9%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.2%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Apr 2021)
Hypothetical illustration based on published TWRR over 5.3 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.
76%
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.