Valcreate employs a disciplined GQV (Growth, Quality, Value) investment methodology to inform our portfolio construction. Our approach focuses on identifying robust enterprises possessing durable competitive advantages and demonstrating consistent medium-to-long term expansion prospects, acquired at prudent valuations. This strategy aims to achieve an optimal equilibrium between growth and quality attributes, ensuring investments are made at appropriate price points and mitigating the risk of overvaluation for either growth or quality characteristics.
This investment strategy employs a dynamic, market-capitalization-agnostic approach to construct a high-conviction portfolio. The primary objective is to capitalize on foundational growth trends within the Indian economy.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.81% | -0.24% | -1.57% |
| 3 MONTHS | -2.84% | 5.02% | -7.86% |
| 6 MONTHS | -7.68% | 1.63% | -9.31% |
| 1 YEAR | -5.84% | 7.63% | -13.47% |
| 2 YEAR | 4.86% | 11.64% | -6.78% |
| SINCE INCEPTION | 14.11% | 18.20% | -4.09% |
| Year | Return |
|---|---|
| CY 2025 | -5.84% |
| CY 2024 | 16.78% |
| Year | Return |
|---|---|
| FY 26_YTD | 9.70% |
| FY 25 | 1.04% |
| FY 24 | 38.30% |
Past performance is not indicative of future results. Returns are subject to market risks.
Founder & Fund Manager
With over two and a half decades of investment expertise, Rajesh brings extensive experience from leading financial institutions such as HDFC Ltd, HDFC AMC, and L&T AMC. He holds a Bachelor of Engineering (BE), a Master of Business Administration (MBA), and the Chartered Financial Analyst (CFA) designation.
AMC: 2.5%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 20%
Year 1: 0%
Year 2: 0%
Year 3: 0%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
