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Valcreate - IME Digital Disruption
Valcreate - IME Digital Disruption

Valcreate - IME Digital Disruption

  • Valcreate Investment Managers LLP
  • Thematic
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PMS Bazaar
Portfolio age3 years, 7 months
-2.83%
1.24%
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 30/09/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.05%)
Allocation by Market Cap
Small Cap (8.36%)
Mid Cap (57.61%)
Large Cap (29.98%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Sep, 2025)
Inception Date
Feb 10, 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

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

Invest in high quality digital companies with strong competitive moats and high growth runway for capital appreciation through a PE approach.

Investment Approach

IME Digital Disruption is a highly concentrated strategy that invests exclusively in digitally native platforms that a) have built their dominance through network effects, b) potential for high growth for extended period by addressing large addressable markets and c) a clear path to profitability through pricing power and operating leverage.

Calculators

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PEER ANALYSIS

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Digital Leaders
AUM (₹ Cr)
₹59.82 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 19
Fixed Fee
2.50%
Scheme Return
7.88%
Benchmark Return
2.19%
Green Portfolio - Dividend Yield
AUM (₹ Cr)
₹35.31 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 19
Fixed Fee
2.25%
Scheme Return
4.23%
Benchmark Return
2.19%
InCred - Healthcare Portfolio
AUM (₹ Cr)
₹730.87 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 19
Fixed Fee
2.50%
Scheme Return
4.22%
Benchmark Return
2.19%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
₹174.65 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 19
Fixed Fee
2.50%
Scheme Return
4.05%
Benchmark Return
2.19%
The Green Ethical Fund
AUM (₹ Cr)
₹36.13 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 19
Fixed Fee
2.25%
Scheme Return
3.65%
Benchmark Return
2.19%
Narnolia - 5TX5T
AUM (₹ Cr)
₹55.48 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 19
Fixed Fee
2.50%
Scheme Return
3.51%
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 57.99 crores. Its current offering of PMS schemes includes 1 Thematic and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

57.99 (As on Jul, 2026)

Number of Schemes

3
Schemes From This AMC
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Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
₹18.73 Cr
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)
₹1.34 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
282 Out of 283
Fixed Fee
2.50%
Scheme Return
-4.95%
Benchmark Return
2.19%
Valcreate - Growing India
AUM (₹ Cr)
₹16.52 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
283 Out of 283
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 - IME Digital Disruption?
The hurdle rate of Valcreate - IME Digital Disruption is 10.00%.
What is the fixed fee charged in Valcreate - IME Digital Disruption ?
The fixed fee charged in Valcreate - IME Digital Disruption is 2.50%.
What is the variable fee charged in Valcreate - IME Digital Disruption ?
The variable fee charged in Valcreate - IME Digital Disruption is 1.50%.
What is the profit sharing in Valcreate - IME Digital Disruption ?
The profit sharing in Valcreate - IME Digital Disruption is 20% Profit Sharing above 10% Hurdle.
What is the minimum investment in Valcreate - IME Digital Disruption ?
The minimum investment in Valcreate - IME Digital Disruption is ₹50 Lacs
What type of scheme is Valcreate - IME Digital Disruption?
Valcreate - IME Digital Disruption is an Equity scheme. It falls in the Thematic category.
What is the inception date of Valcreate - IME Digital Disruption?
The inception date of Valcreate - IME Digital Disruption is Feb 10, 2023.
What is the exit load of Valcreate - IME Digital Disruption?
Exit load is 0%

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