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Valcreate - Growing India
Valcreate - Growing India

Valcreate - Growing India

  • Valcreate Investment Managers LLP
  • Multi Cap AND Flexi Cap
  • 162
    Out of 198*
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PMS Bazaar
Portfolio age3 years, 6 months
-5.48%
2.19%
Hurdle Rate**10.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank162 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr2.79%
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
15 Out of 19
Fixed Fee
2.50%
Scheme Return
-2.63%
Benchmark Return
2.19%
Recovery Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
283 Out of 284
Fixed Fee
2.50%
Scheme Return
-4.95%
Benchmark Return
2.19%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
284 Out of 284
Fixed Fee
2.50%
Scheme Return
-5.48%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% hurdle
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INVESTMENT 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.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
284 Out of 284
Fixed Fee
2.50%
Scheme Return
-5.48%
Benchmark Return
2.19%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Valcreate Investment Managers LLP
Valcreate Investment Managers LLP manages assets worth Rs 60.30 crores. Its current offering of PMS schemes includes 1 Thematic and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

60.30 (As on Jun, 2026)

Number of Schemes

3
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
15 Out of 19
Fixed Fee
2.50%
Scheme Return
-2.63%
Benchmark Return
2.19%
Recovery Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
283 Out of 284
Fixed Fee
2.50%
Scheme Return
-4.95%
Benchmark Return
2.19%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
284 Out of 284
Fixed Fee
2.50%
Scheme Return
-5.48%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Valcreate - Growing India?
The hurdle rate of Valcreate - Growing India is 10.00%.
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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