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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, 10 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
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.25%
Scheme Return
2.8%
Benchmark Return
0.96%
Incred Active Momentum Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
Scheme Return
1.7%
Benchmark Return
1%
Bluechip
AUM (₹ Cr)
₹39.60 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 20
Fixed Fee
No Option
Scheme Return
1.7%
Benchmark Return
1.92%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
3%
Scheme Return
1.68%
Benchmark Return
1.92%
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
1.39%
Benchmark Return
1.92%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 20
Fixed Fee
1.35%
Scheme Return
1.04%
Benchmark Return
1.92%
*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
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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 - 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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