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Valcreate - Growing India
Valcreate - Growing India

Valcreate - Growing India

  • Valcreate Investment Managers LLP
  • Multi Cap AND Flexi Cap
  • 211
    Out of 242*
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Portfolio age2 years, 10 months
-3.04%
0.96%
Hurdle Rate**10%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.15%)
Allocation by Market Cap
Small Cap (68.62%)
Mid Cap (3.15%)
Large Cap (23.08%)
Sector Holdings
  • BFSI25.39%
  • Agrochemicals18.01%
  • Auto ancillaries9.69%
  • Healthcare8.88%
  • Home improvement8.39%
Stock Holdings
  • Punjab National Bank6.72%
  • Sharda Cropchem Ltd6.3%
  • Swaraj Engines Ltd6.12%
  • Bank of Baroda5.94%
  • Can Fin Homes Ltd5.87%

bt_logoPORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-6.34%
Profile

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

Other Schemes
  • table
  • Grid
Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 17
Fixed Fee
2.50%
Scheme Return
0.21%
Benchmark Return
0.96%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 259
Fixed Fee
2.50%
Scheme Return
-3.04%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2025)
Inception Date
Feb 10, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
20% Profit sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

A flexi-cap (no market-cap bias) investment approach, that builds a concentrated portfolio for investors with a focus on core growth themes of the Indian Economy.

Investment Approach

Valcreate's GQV investment framework (Growth, Quality and Value) drives investment decision making. We seek to invest in high-quality businesses with competitive moats and sustainable medium-to-long term growth potential at reasonable valuations. The philosophy is to strike a balance between growth and quality to buy at the right price, and avoid over paying for growth or quality.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
233 Out of 259
Fixed Fee
2.50%
Scheme Return
-3.04%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Valcreate Investment Managers LLP
Valcreate Investment Managers LLP manages assets worth Rs 53.54 crores. Its current offering of PMS schemes includes 1 Thematic and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

53.54 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 17
Fixed Fee
2.50%
Scheme Return
0.21%
Benchmark Return
0.96%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 259
Fixed Fee
2.50%
Scheme Return
-3.04%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Valcreate - Growing India?
The hurdle rate of Valcreate - Growing India is 10%.
What is the fixed fee charged in Valcreate - Growing India ?
The fixed fee charged in Valcreate - Growing India is 2.50%.
What is the variable fee charged in Valcreate - Growing India ?
The variable fee charged in Valcreate - Growing India is 1.50%.
What is the profit sharing in Valcreate - Growing India ?
The profit sharing in Valcreate - Growing India is 20% Profit sharing above 10% hurdle.
What is the minimum investment in Valcreate - Growing India ?
The minimum investment in Valcreate - Growing India is ₹50 Lacs
What type of scheme is Valcreate - Growing India?
Valcreate - Growing India is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Valcreate - Growing India?
The inception date of Valcreate - Growing India is Feb 10, 2023.
What is the exit load of Valcreate - Growing India?
Exit load is 0%

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