Investment Options

Valcreate Growing India

  • Core Investment Philosophy: Concentrated Flexi-Cap Portfolio investing in core growth themes
  • Market-Cap Focus: Flexi-Cap (market-cap agnostic)
  • Sectoral Limits: Sector Limits: 30% (ex-BFSI). 40% for BFSI
  • Stock Selection: Concentrated Portfolio (15-25 stocks) | Stock Limit (10% max per stock)

IME Concentrated Micro-trends

  • Core Investment Philosophy: Concentrated exposures to value-generating micro-trends
  • Market-Cap Focus: Large & Mid-Cap (50-100% in Large, 0-50% in Mid, 0-30% in Small)
  • Sectoral Limits: 30% (ex-BFSI). 50% for BFSI
  • Micro-trend Limits: 40% limit to a single micro-trend | Exposure to 5-10 micro-trends | upto 20% of portfolio for specific bottom-up/special situation ideas
  • Stock Selection: Concentrated Portfolio (20-30 stocks) | 15% limit on single stock | Defined portfolio weights at entry (2.5%, 5%, 7.5%, 10%)

Valcreate Lifesciences & Specialty Opportunities

  • Core Investment Philosophy:Thematic Portfolio focused on Speciality Opportunities
  • Market-Cap Focus: Flexi-Cap (market-cap agnostic)
  • Sectoral Limits: No sectoral limit. Investments will be concentrated in the following sectors – Pharma, Healthcare, Chemicals & other innovation-driven companies.
  • Stock Selection: Concentrated Portfolio (10-20 stocks) | Stock Limit (15% max per stock)

IME Digital Disruption

  • Core Investment Philosophy: Thematic Portfolio focused on Digital Ecosystem (investments exclusively in digital platforms, no traditional businesses augmented by digital initiatives)
  • Market-Cap Focus: Flexi-cap (with a Large & Mid-cap Bias)
  • Sectoral Limits:Aim is to build a portfolio that provides diversified exposures across various value-generating companies within the digital eco-system.
  • Stock Selection: Concentrated Portfolio (8-20 stocks) | 25% limit on single stock | Defined portfolio weights at entry (2.5%, 5%, 7.5%, 10%, 15%)

Bespoke Equity & Wealth Offerings

  • Portfolios customised to individual investor requirements: We can develop highly customised portfolios, that are tailor-made to an individual investor’s requirements. We offer custom-made portfolios for both equity stocks and wealth (MF, ETF, REITs/Invits) requirements.
  • Min 5 cr investment: Bespoke offerings are only offered for portfolios that have a minimum starting value of Rs. 5 cr.