PMS · Equity · Flexi Cap
Valcreate Recovery Strategy
Fund size₹1 Cr
IRRSince inception20.88%
1Y return23.09%
Fund age14 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Valcreate Recovery | — | 23.09% | — | — | — | 20.88% |
| Nifty 500 | −8.38% | 4.72% | — | — | — | 2.59% |
| Excess over benchmark | — | 18.37% | — | — | — | 18.29% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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