Affluense AI AFFLUENSE

Growth

Valuequest Investment Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
7 October 2010
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹1704.66
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Our investment approach is characterized by a multi-cap, sector-agnostic strategy, focused on generating absolute returns. We construct highly concentrated portfolios, typically comprising 8 to 12 meticulously selected stocks. These portfolios are individually tailored to each client's specific needs, as we do not employ standardized model portfolios. Our selection process prioritizes companies demonstrating exceptional quality and a consistent, proven track record. The recommended investment horizon for this strategy is a rolling period of three to five years.

Investment Objective

ValueQuest Growth seeks to optimize wealth accumulation by identifying and investing in superior quality businesses exhibiting a strong historical performance, acquired at sensible price points. The strategy focuses on capitalizing on the expansionary trajectory of individual companies or sectors over successive three to five-year periods.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.76% -0.24% -2.52%
3 MONTHS 2.45% 5.02% -2.57%
6 MONTHS -2.46% 1.63% -4.09%
1 YEAR -8.73% 7.63% -16.36%
2 YEAR 5.99% 11.64% -5.65%
3 YEAR 20.61% 16.40% 4.21%
5 YEAR 22.19% 16.82% 5.37%
SINCE INCEPTION 17.30% 11.90% 5.40%

Calendar Year Performance

Year Return
CY 2025 -8.73%
CY 2024 23.10%
CY 2023 56.69%
CY 2022 -4.06%
CY 2021 62.71%
CY 2020 39.37%
CY 2019 -8.03%
CY 2018 -20.65%
CY 2017 37.34%
CY 2016 -14.11%
CY 2015 26.96%
CY 2014 63.26%
CY 2013 18.34%
CY 2012 82.84%
CY 2011 -16.26%
CY 2010 -5.95%

Financial Year Performance

Year Return
FY 26_YTD 8.50%
FY 25 5.70%
FY 24 52.64%
FY 23 -2.51%
FY 22 44.66%
FY 21 96.15%
FY 20 -27.62%
FY 19 -9.12%
FY 18 3.74%
FY 17 24.71%
FY 16 -5.07%
FY 15 75.01%
FY 14 29.15%
FY 13 36.34%
FY 12 10.78%
FY 11 -13.20%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sameer Shah

Co-Founder & Fund Manager

**Sameer Shah: Fund Manager, VQ Growth Strategy** Sameer Shah is the dedicated Fund Manager for VQ Growth, the principal Portfolio Management Services (PMS) strategy, overseeing its performance since its launch in 2010. With a distinguished career exceeding 23 years within the financial services sector, Sameer brings a wealth of experience across diverse operational areas. He currently leads the Research division at VQ, actively cultivating a robust research-oriented environment at ValueQuest. Previously, Sameer held significant positions at prominent financial institutions including Sharekhan, BRICS, and Centrum. A Chartered Accountant by professional qualification, he has also contributed his expertise as a former board member of the Association of Portfolio Management of India.

Portfolio Details

Portfolio Composition

Large Cap
17.61%
Mid Cap
13.18%
Small Cap
68.80%
Cash & Equivalent
0.41%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Healthcare 32.56%
  • Capital Goods 23.09%
  • Financial Services 22.72%
  • Information Technology 11.83%
  • Consumer Services 9.39%

Portfolio Characteristics

total number of stocks
21
top 5 stocks percent
N/A
top 5 sectors percent
99.59%
average market cap
60640.65
portfolio age
15 Yrs, 2 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 15% Profit Sharing

Exit Load

Year 1: 1%

Year 2: 1%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)