ValueQuest India Inflexion Fund
ValueQuest Investment Advisors Private Limited
Fund profile
About the Fund
ValueQuest India Inflexion Fund follows a long-only, multi-cap and sector-agnostic strategy focused on companies at the inflexion point of SCALE change. It seeks businesses with expanding addressable markets and supportive competitive dynamics, using a concentrated portfolio and multi-year horizon. The approach combines fundamental research, rational entry valuations and business-owner thinking to allow compounding through market cycles.
Source: About the Fund PDF.
Key metrics
Firm-wide AUM
₹30,283 Cr
Minimum investment
₹1 Cr
Vintage
2025
1-year return
+43.33%
Since inception
+48.04%
Tenure
Open Ended
Source-verified detail
Key Information
Fund manager
Sameer Shah
Investment manager
ValueQuest Investment Advisors Private Limited
SEBI category
Category 3
Strategy
Equity
Benchmark
BSE 500 TRI
Management fee
2.25%
Wtd avg M-cap
₹41,089 Cr
Equity deployed
99.8%
Status
Active
Data as of
31 Jul 2026
Source: Fact sheet / official materials provided by ValueQuest Investment Advisors Private Limited.
Disclosed figures
Performance since inception
Performance since inception
Since inception 7 May 2025; absolute returns as on 31 July 2026. Performance is based on pre-tax post-expense sponsors NAV per unit; investor returns may differ by class, tier, fee structure and point of allotment.
Source: Fact sheet / official materials provided by ValueQuest Investment Advisors Private Limited.
ValueQuest Investment Advisors Private Limited
About the Fund Manager
Sameer Shah
Co-Founder & Fund Manager, ValueQuest
Has two decades or more of experience across investment management, private equity and capital markets. Oversees fund strategy and portfolio construction, working closely with the investment team on research, capital allocation and risk management, and shapes ValueQuest's investment framework.
- Experience
- Two decades or more
- Role
- Co-Founder & Fund Manager
- Firm
- ValueQuest
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