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Val-Q Mid Cap High Quality Fund

Val Q Investment Advisory Pvt Ltd

50.42 CR AUM

Val-Q Mid Cap High Quality Fund

Val-Q Mid Cap High Quality Fund

Val Q Investment Advisory Pvt Ltd

50.42 CR AUM

MSEI SX 40 TRI
Benchmark
11yr 4mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
MSEI SX 40 TRI
Benchmark
11yr 4mo
Age
EQUITY
Strategy
2%
Fixed Fees
0%
Variable Fees
1st year 2%
Exit Load
Fund manager

ashit chadrakant kothari

Fund Manager
EQUITYStrategies

Founder 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.

Founder 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.

Purpose

Invest in a Midsize Company having the potential to become large Cap company

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
16.32%
1M benchmark return
7.64%
Alpha
8.68%
1M Wealth multiple
1.16x

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
16.32%
1M benchmark return
7.64%
Alpha
8.68%
1M Wealth multiple
1.16x

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