Valcreate PMS strategies
Valcreate runs 6 portfolio management strategies listed with APMI, managing ₹39.4 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Valcreate Lifesciences & speciality opportunities | Equity | Rajesh Pherwani | ₹20.24 Cr | +19.35% | +10.15 pts | — | ₹50 Lakhs | Sep 2026 |
| Valcreate Growing India | Equity | Rajesh Pherwani | ₹16.41 Cr | +8.82% | -0.38 pts | — | ₹50 Lakhs | Sep 2026 |
| Valcreate Recovery Strategy | Equity | Rajesh Pherwani | ₹1.49 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Vacreate Bespoke strategy | Equity | Rajesh Pherwani | ₹1.26 Cr | +7.33% | -1.87 pts | — | ₹50 Lakhs | Sep 2026 |
| IME Bespoke Wealth | Equity | Ashi Anand | — | — | — | — | ₹50 Lakhs | Sep 2026 |
| IME Equity Bespoke | Equity | Ashi Anand | — | — | — | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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