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Q India Value Equity Strategy - Constrained XIX

Quantum Advisors Private Limited

655.81 CR AUM

Q India Value Equity Strategy - Constrained XIX

Q India Value Equity Strategy - Constrained XIX

Quantum Advisors Private Limited

655.81 CR AUM

BSE 500 TRI
Benchmark
1yr 3mo
Age
EQUITY
Strategy
Upto 0.7% p.a.
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 3mo
Age
EQUITY
Strategy
Upto 0.7% p.a.
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

i.v subramaniam

Fund Manager
EQUITYStrategies

I.V. Subramaniam "Subbu" has over 33 years of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu received his Bachelor's degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder

I.V. Subramaniam "Subbu" has over 33 years of experience in the investment management and financial services industry. Since June 2000, Subbu has managed India-dedicated portfolios for Indian clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu received his Bachelor's degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder
Fund manager

nilesh shetty

Fund Manager
EQUITYStrategies

Nilesh Shetty has 20 years of experience in the Indian capital markets as an Analyst and Senior Research Manager. Nilesh joined Quantum AMC in December 2009 and moved to Quantum Advisors in April 2022. In addition to being a portfolio manager, Nilesh is Quantum's primary analyst for Capital goods, Insurance and Broking. Prior to joining Quantum, Nilesh worked for 2 years at Edelweiss Capital as an analyst. Nilesh received his Masters in Management Studies from Mumbai University in 2003 and is a CFA Charterholder and a Chartered Global Management Accountant having completed CIMA (UK).

Nilesh Shetty has 20 years of experience in the Indian capital markets as an Analyst and Senior Research Manager. Nilesh joined Quantum AMC in December 2009 and moved to Quantum Advisors in April 2022. In addition to being a portfolio manager, Nilesh is Quantum's primary analyst for Capital goods, Insurance and Broking. Prior to joining Quantum, Nilesh worked for 2 years at Edelweiss Capital as an analyst. Nilesh received his Masters in Management Studies from Mumbai University in 2003 and is a CFA Charterholder and a Chartered Global Management Accountant having completed CIMA (UK).
Fund manager

ajit dayal

Fund Manager
EQUITYStrategies

Ajit has over 40 years of experience in asset management and financial research and analysis. He founded Quantum Advisors Private Limited in 1990, an India-based SEBI registered Portfolio Manager, a SEC-registered Investment Adviser, and as a "restricted portfolio manager" in the Canadian provinces of British Columbia, Ontario and Quebec, Mr. Dayal has worked with leading US and UK financial advisory and asset management firms either as a key member of the executive management team or through the Investment Advisor as a joint venture partner.

Ajit has over 40 years of experience in asset management and financial research and analysis. He founded Quantum Advisors Private Limited in 1990, an India-based SEBI registered Portfolio Manager, a SEC-registered Investment Adviser, and as a "restricted portfolio manager" in the Canadian provinces of British Columbia, Ontario and Quebec, Mr. Dayal has worked with leading US and UK financial advisory and asset management firms either as a key member of the executive management team or through the Investment Advisor as a joint venture partner.
1OF3

Purpose

The primary investment objective of QAPL for this product is to achieve long term capital appreciation from a fully equity oriented portfolio that are in a position to benefit from the anticipated growth and development of the Indian economy and its investment universe will be as far as possible the companies constituting the S&P BSE 200 or any appropriate additions made thereto and will be subject to any specific guidelines prescribed by clients. However, it has certain cash level and stock/sector exposure related restrictions imposed by the client as prescribed in the client's Investment Management Agreement (IMA).

Investment Approach v/s Benchmark Metrics

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1M IA return
8.90%
1M benchmark return
10.38%
Alpha
-1.48%
1M Wealth multiple
1.09x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
8.90%
1M benchmark return
10.38%
Alpha
-1.48%
1M Wealth multiple
1.09x

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