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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | MSEI SX40 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.0% | −5.9% | +1.9% |
| 3 Months | −3.0% | −5.2% | +2.2% |
| 6 Months | +9.7% | +1.5% | +8.2% |
| 1 Year | −1.1% | −8.5% | +7.4% |
|---|
| 2 Years | −0.2% | −7.1% | +6.9% |
|---|
| 3 Years (CAGR) | +8.8% | +4.0% | +4.8% |
|---|
| 4 Years (CAGR) | +11.8% | +6.1% | +5.8% |
|---|
| 5 Years (CAGR) | +9.2% | +4.2% | +5.0% |
|---|
| Since launch | +9.6% | +8.9% | +0.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 15.8%
Val-Q Investment Advisory’s story and investment philosophy are on the Val-Q Investment Advisory firm page.
Ashit Kothari
Fund managerFounder and Managing Director / Portfolio Manager
He has an overall experience of 22 years in the Indian Capital Market. Prior to starting Val-Q, he was the head of the Indian sub-continent operations at Lloyd George Management (LGM) for 10 years in Mumbai. He was also the advisor to all LGM Indian offshore funds. Before LGM, Ashit had worked as a Portfolio Manager at Alliance Capital India, managing 6 Indian funds for 3 years. He was co-head of research at ASK Raymond James and senior analyst at BNP Paribas & IIT InvesTrust Pvt. Ltd. He holds a post-graduate management degree specialising in Finance and has graduated in Chemical Engineering from Mumbai University.
Saloni Bavishi
Investment Analyst
Saloni Bavishi, Investment Analyst, is a qualified Chartered Accountant from the Institute of Chartered Accountants of India and a graduate in commerce from Narsee Monjee College of Commerce and Economics. She has been part of Val-Q for about 2.5 years now. Previously she was working with a Mumbai based CA firm, SGCO & Co. LLP as an article, where she was a part of varied audit assignments of listed and unlisted entities across different sectors.
Ishaan Parekh
Investment Analyst
Ishaan Parekh, Investment Analyst, is an ACCA Affiliate and is currently pursuing the CFA designation. He is a graduate in Commerce from Jai Hind College. Prior to joining Val-Q, he worked at Contetra Private Ltd in the FP&A department, where he developed comprehensive management reports and delivered strategic insights derived from in-depth financial analysis.
Jasmine Pandit
Compliance & Client Relations
Jasmine Pandit, Compliance & Client Relations , is a graduate in Commerce from Dahanukar College of Commerce, Mumbai. She has an overall work experience of more than 15 years in the Field of Finance & Commercial Compliances. She started her career working with Pharma & IT Companies in the compliance & operations field. Prior to joining Val-Q in April 2018, she was working with Marico Ltd, as a Commercial Compliance Executive for nine years.
Registration No
INP000004581
Inflow
₹0.01 Cr
Outflow
₹0.73 Cr
Net
₹-0.72 Cr
Not reported — complaint data for this strategy isn't available yet.
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