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Valcreate - IME Concentrated Microtrends
Valcreate - IME Concentrated Microtrends

Valcreate - IME Concentrated Microtrends

  • Valcreate Investment Managers LLP
  • Mid AND Large Cap
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Portfolio age2 years, 9 months
0.94%
1.24%
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 30/09/2025)
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 (4.9%)
Allocation by Market Cap
Small Cap (14.5%)
Mid Cap (20.3%)
Large Cap (60.3%)
Sector Holdings
  • BFSI42%
  • Digital14.8%
  • Consumer12.3%
  • Capital Goods9.4%
  • Real Estate8.1%
Stock Holdings
  • Eternal Ltd8.6%
  • Shriram Finance Ltd6%
  • State Bank of India5.7%
  • Axis Bank Ltd5%
  • IDFC First Bank Ltd4.9%

bt_logoPORTFOLIO MANAGERS

Ashi Anand
  • Manager Rank Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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.

Other Schemes
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No Data Found!

*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 Sep, 2025)
Inception Date
Feb 20, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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

Invest in companies that are direct beneficiaries of micro-trends (strong value creation trends within an economy) that can sustain high growth levels with strong competitive moats at a reasonable valuations.

Investment Approach

IME Concentrated Microtrends is large and mid cap focussed concentrated strategy of 20-30 holdings. The strategy aims to identify and take concentrated exposure to strong value generating microtrends through high quality companies at the right price striking a balance between growth, quality and valuations.

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bt_logoPEER ANALYSIS

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Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 20
Fixed Fee
2.25%
Scheme Return
4.08%
Benchmark Return
4.27%
*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 218.69 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

218.69 (As on Sep, 2025)

Number of Schemes

2
Schemes From This AMC
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Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
212 Out of 251
Fixed Fee
2.50%
Scheme Return
2.05%
Benchmark Return
4.27%
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 17
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
4.27%
*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 - IME Concentrated Microtrends?
The hurdle rate of Valcreate - IME Concentrated Microtrends is 10%.
What is the fixed fee charged in Valcreate - IME Concentrated Microtrends ?
The fixed fee charged in Valcreate - IME Concentrated Microtrends is 2.50%.
What is the variable fee charged in Valcreate - IME Concentrated Microtrends ?
The variable fee charged in Valcreate - IME Concentrated Microtrends is 1.50%.
What is the profit sharing in Valcreate - IME Concentrated Microtrends ?
The profit sharing in Valcreate - IME Concentrated Microtrends is 20% Profit Sharing above 10% Hurdle.
What is the minimum investment in Valcreate - IME Concentrated Microtrends ?
The minimum investment in Valcreate - IME Concentrated Microtrends is ₹50 Lacs
What type of scheme is Valcreate - IME Concentrated Microtrends?
Valcreate - IME Concentrated Microtrends is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Valcreate - IME Concentrated Microtrends?
The inception date of Valcreate - IME Concentrated Microtrends is Feb 20, 2023.
What is the exit load of Valcreate - IME Concentrated Microtrends?
Exit load is 0%

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