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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 age2 years, 10 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

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 (4.05%)
Allocation by Market Cap
Small Cap (8.36%)
Mid Cap (57.61%)
Large Cap (29.98%)
Sector Holdings
  • Hyper-local Commerce30.2%
  • Fintech21.2%
  • Insur-Tech17.9%
  • Vertical Commerce12.6%
  • eB2B9.7%
Stock Holdings
  • Eternal Ltd22.9%
  • One 97 Communications Ltd19.8%
  • PB Fintech Ltd17.9%
  • FSN E-Commerce Ventures Ltd12.6%
  • Swiggy Ltd7.3%

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 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

bt_logoFEE 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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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

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Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
Ambit Build India
AUM (₹ Cr)
₹55.61 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 17
Fixed Fee
1.75%
Scheme Return
3.81%
Benchmark Return
4.62%
*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 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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