Valcreate Growing India
EQUITY FLEXI CAP
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.
+12.67%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Apr '23
Total AUM
--
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.8%
Cash5.2%
Equity market cap split
Small Cap63.8%
Large Cap24.0%
Mid Cap7.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
RPRajesh PherwaniFund Manager and Head of ResearchView details
RP
Rajesh Pherwani
Fund Manager and Head of Research
View details
About
"Rajesh Pherwani began his investment career in 1996 with HDFC Ltd. He has been an investment analyst during his initial years and a Head of Research and Fund Manager in the later years.During his career, he seen multiple market and economic cycles and have identified multibaggers along the way,he has worked with large institutions such as HDFC Ltd., HDFC Mutual Fund and L&T Mutual Fund, as an integral part of their investment teams. The overall 23+ years of experience of Rajesh Pherwani in the investment field has given a strong foundation to the investment processes of Valcreate.At Valcreate, he continues to excel as an investment professional as his portfolio strategies have beaten most indices with one strategy giving > 33% returns over the last 1 year."
Experience
Over 23 years of experience in the investment field as an analyst and fund manager.
Investment philosophy
Expertise in investment analysis and identifying multibagger stocks across various market cycles.
Previously worked at
- HDFC Ltd.
- HDFC Mutual Fund
- L&T Mutual Fund
Awards
- Has a track record of identifying multibaggers and managing portfolio strategies that have outperformed market indices, with one strategy delivering over 33% returns in the last year.
PMS house
Valcreate Investment Managers LLP
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