AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
ValueQuest India Inflexion Fund
IRRSince inception48.04%
1Y return43.33%
Minimum investment₹1 Crore
Fund age14 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ValueQuest India Inflexion | — | 43.33% | — | — | — | 48.04% |
| Nifty 500 | −7.78% | 2.98% | — | — | — | 6.32% |
| Excess over benchmark | — | 40.35% | — | — | — | 41.72% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
24.49%
Benchmark approx 15.68%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
1.38
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Avg market cap
₹41,089 Cr
Asset class
Equity
Market cap
Large cap7.24%
Mid cap5.12%
Small cap87.44%
Cash & others0.20%
As on 31 Jul 2026
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