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.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Valcreate Investment Managers LLP Growing India | 4.42% | 2.80% | 3.92% | 2.09% | 1.59% | 12.76% | - | - | 14.18% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | 13.46% | - | - | 13.91% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Agrochemicals | 22.23 |
| BFSI | 20.15 |
| Healthcare | 15.00 |
| Auto ancillaries | 10.16 |
| Home improvement | 9.54 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
