Valcreate-IME Digital Disruption

EQUITY

Invests in high quality digital companies for capital appreciation through a private equity (PE) approach.

+9.79%

1Y annualised returns

-5.50%

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

Launch date

01 Apr '23

Total AUM

₹13.76Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.0%

Cash4.0%

Equity market cap split

Mid Cap57.6%

Large Cap30.0%

Small Cap8.4%

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

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