PMS details

    IME Digital Disruption

    Portfolio Management Service
    Valcreate Investment Managers LLPvs BSE 500 TRIAPMIInvestment approach
    ₹0 Cr

    Strategy AUM

    0.00%

    Trailing 1Y return

    Trailing Returns

    APMI · annualised beyond 1Y · as of 01 May 2026

    1M
    0.00%
    3M
    0.00%
    6M
    0.00%
    9M
    1Y
    0.00%
    2Y
    0.00%
    3Y
    0.00%
    4Y
    5Y
    Since Inception
    0.00%
    Strategy AUM
    ₹0 Cr
    Benchmark
    BSE 500 TRI

    Performance vs Benchmark

    Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess

    PeriodStrategyBenchmarkAlpha
    1 Month+0.00%+0.00%+0.00%
    3 Months+0.00%+0.00%+0.00%
    6 Months+0.00%+0.00%+0.00%
    1 Year+0.00%+0.00%+0.00%
    2 Years+0.00%+0.00%+0.00%
    3 Years+0.00%+0.00%+0.00%
    4 Years+0.00%+0.00%+0.00%
    5 Years+0.00%+0.00%+0.00%
    Since Inception+0.00%+0.00%+0.00%

    Monthly Performance

    Growth of ₹100 invested · month-on-month · 12 months

    MonthStrategyBenchmarkAlpha
    May-2026+0.00%+0.00%+0.00%
    Apr-2026+0.00%+0.00%+0.00%
    Mar-2026+0.00%+0.00%+0.00%
    Feb-2026+0.00%+0.00%+0.00%
    Jan-2026+0.00%+0.00%+0.00%
    Nov-2025+0.00%+0.00%+0.00%
    Oct-2025+6.72%+4.27%+2.45%
    Sep-2025−2.83%+1.24%−4.07%
    Aug-2025+2.84%−1.75%+4.59%
    Jul-2025+6.34%−2.71%+9.05%
    Jun-2025+5.94%+3.68%+2.26%
    May-2025+5.01%+3.54%+1.47%

    Strategy Details

    APMI fact sheet

    Inception
    10 Feb 2023
    Age
    3.3 Years
    Min. investment
    ₹50,00,000
    Turnover (1Y)
    0.00×

    as of 31 May 2026

    Turnover (1M)
    0.00×
    Product
    Equity

    Asset classes

    Equity

    Investment objective

    Invest in high-quality digital platforms with competitive moats and a high-growth runway for capital appreciation through a PE approach.

    Fund Managers

    1 manager

    • Name

      Ashi Anand

    Fees & Investment

    As disclosed to APMI

    Min. investment
    ₹50,00,000
    Fixed fees
    Not disclosed
    Variable fees
    Not disclosed
    Exit load
    Not disclosed

    APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.

    PMS Industry — SEBI

    Latest monthly aggregate

    Total PMS AUM
    ₹44.11 Lakh Cr
    Total clients
    2,23,279
    Discretionary
    ₹37.37 Lakh Cr
    Period
    july-2026

    Industry AUM by asset class (top 5)

    • Plain Debt Listed₹28.98 Lakh Cr
    • Listed Equity₹7.60 Lakh Cr
    • Plain Debt Unlisted₹5.00 Lakh Cr
    • Mutual Funds₹1.93 Lakh Cr
    • Others₹40,423 Cr

    About

    Provider
    Valcreate Investment Managers LLP
    Strategy
    IME Digital Disruption
    Benchmark
    BSE 500 TRI
    Source
    APMI

    Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.