Valcreate-IME Concentrated Microtrends

EQUITY LARGE & MID CAP

Invests in companies that are direct beneficiaries of micro-trends, which are strong value creation trends within an economy.

-7.17%

1Y annualised returns

-5.50%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Apr '23

Total AUM

₹38.05Cr

Min. investment

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.1%

Cash4.9%

Equity market cap split

Large Cap60.3%

Mid Cap20.3%

Small Cap14.5%

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

AA
Ashi Anand
Fund Manager
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About

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.

Experience

Over 20 years of fund management experience.

Investment philosophy

Fund management across a wide range of market conditions and strategies.

Previously worked at