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Valcreate Investment Managers LLP

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Valcreate Investment Managers LLP

Valcreate Investment Managers LLP

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AUM ₹ 196.75 Cr (As on Feb, 2025)
No. of schemes 4
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About Valcreate Investment Managers LLP

Valcreate Investment Managers LLP manages assets worth Rs 196.75 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap, 2 Thematic and 1 Flexicap schemes.

Portfolio MANAGERS

Rajesh Pherwani
Rajesh Pherwani
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +3.31 %
Profile

Rajesh has over 25 years of investing experience, including HDFC Ltd, HDFC AMC and L&T AMC. Rajesh is a BE, MBA & CFA.

Ashi Anand
Ashi Anand
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +16.39 %
Profile

Ashi Anand has over 20 years of fund management experience, at some of India's top AMC's include ICICI-Pru PMS, Kotak Investment Advisors & Allegro Capital Advisors. Ashi has been able to demonstrate consistent outperformance to the markets across the past 2 decades, across a wide range of market conditions & strategies.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
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AMC Details

Address
203 Sunder Bhavan 16th Road Khar W,,MUMBAI,,MAHARASHTRA,INDIA,400052
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CALCULATORS

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PMS Schemes

1M 3M 6M 1Y 3Y 5Y
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Valcreate - IME Concentrated Microtrends
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
11 Out of 16
Fixed Fee
2.50%
Scheme Return
-7.78%
Benchmark Return
-3.43%
Valcreate - IME Digital Disruption
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
THEMATIC
Category Rank
6 Out of 19
Fixed Fee
2.50%
Scheme Return
-8.30%
Benchmark Return
-3.43%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
THEMATIC
Category Rank
11 Out of 19
Fixed Fee
2.50%
Scheme Return
-9.98%
Benchmark Return
-3.43%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
58 Out of 62
Fixed Fee
2.50%
Scheme Return
-12.67%
Benchmark Return
-3.43%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Valcreate - IME Concentrated Microtrends
11Out of 4
-7.78%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
Valcreate - IME Digital Disruption
6Out of 4
-8.30%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
Valcreate - Lifesciences and Specialty Opportunities
11Out of 4
-9.98%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
Valcreate - Growing India
58Out of 4
-12.67%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Valcreate Investment Managers LLP ?
The total AUM managed by Valcreate Investment Managers LLP is ₹196.75 crores
What is the total number of schemes managed by Valcreate Investment Managers LLP ?
The total number of schemes managed by Valcreate Investment Managers LLP is 4
What is the best performing PMS scheme of Valcreate Investment Managers LLP in 1 year ?
The best performing PMS scheme of Valcreate Investment Managers LLP in 1 year is Valcreate - IME Digital Disruption.
What is the best performing PMS scheme of Valcreate Investment Managers LLP in 3 years?
The best performing PMS scheme of Valcreate Investment Managers LLP in 3 years is Valcreate - Growing India

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