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
Sameer Shah
Sameer Shah
Co-founder & Fund Manager, ValueQuest
Sameer is the Co-founder & Fund Manager of ValueQuest Investment Advisors, a leading Alternative Investment fund house known for its innovative strategies and exceptional performance. With the understanding of global markets and Indian trends, Sameer has positioned ValueQuest as a trusted partner for high-net-worth individuals and institutional investors. His leadership has fostered a culture of excellence, making ValueQuest a standout in the world of investment management.
Managing AUM₹226 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ValueQuest India Inflexion—43.33%———48.04%
Nifty 500−8.38%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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