- Manager
- Valcreate Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Valcreate Growing India
+4.91%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valcreate Investment Managers’ Valcreate Growing India returned 4.91% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹16.41 crore across its clients.
Key numbers
- AUM
- ₹16.41 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.63×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.28% | −5.57% | +5.29% |
| 3 months | −2.74% | −3.59% | +0.85% |
| 6 months | +23.57% | +8.07% | +15.50% |
| 1 year | +4.91% | −2.33% | +7.24% |
| 2 years | −2.22% | −3.93% | +1.71% |
| 3 years | +8.82% | +9.20% | −0.38% |
| Since inception | +13.43% | +11.96% | +1.47% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.01%₹15.59 Cr
- Cash and other4.88%₹0.80 Cr
- Mutual funds0.11%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹1.36 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.63×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Valcreate Growing India returned?
4.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.28%; 3 months: −2.74%; 6 months: 23.57%; 1 year: 4.91%; 2 years: −2.22%; 3 years: 8.82%; Since inception: 13.43%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.24 percentage points ahead.
How much does Valcreate Growing India manage?
₹16.41 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Valcreate Growing India?
Valcreate Investment Managers, a SEBI-registered portfolio manager (INP000007599), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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