Valcreate Investment Managers LLP • Equity
Valcreate Lifesciences & speciality opportunities is an equity portfolio management service (PMS) strategy run by Valcreate Investment Managers LLP, launched on 10 Feb 2023. As of 30 Sep 2026, it manages ₹20.24 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +29.09% over 1 year and +19.35% over 3 years (+18.96% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 10.15 percentage points ahead of its benchmark. Its 3-year return ranks 45th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rajesh Pherwani.
Ranked nearby on 3-year return: Negen Special Situations & Dynamic Allocation Strategy (+19.64%), Profit Mantra (+19.52%), Select Sector Portfolio (+19.29%), Complete Circle Stellar Wealth PMS (+19.22%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.27% |
| 3 Months | +3.84% |
| 1 Year | +29.09% |
| 3 Years | +19.35% |
| Since Inception | +18.96% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValcreate Lifesciences & speciality opportunities has a 1-year return of +29.09%, a 3-year return of +19.35% and +18.96% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Valcreate Lifesciences & speciality opportunities returned +19.35% against +9.20% for the BSE 500 TRI, 10.15 percentage points ahead. Over 1 year it returned +29.09% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Valcreate Lifesciences & speciality opportunities's 3-year return of +19.35% ranks 45th as of 30 Sep 2026.
Valcreate Lifesciences & speciality opportunities is managed by Rajesh Pherwani at Valcreate. The strategy manages ₹20.24 Cr of client assets as of 30 Sep 2026.
Valcreate Lifesciences & speciality opportunities manages ₹20.24 Cr of client assets as of 30 Sep 2026.
The minimum investment for Valcreate Lifesciences & speciality opportunities is ₹50 Lakhs.
Valcreate Lifesciences & speciality opportunities was launched on 10 Feb 2023. It has a 3-year track record.
Description
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