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Valcreate Investment Managers LLP

Valcreate Investment Managers LLP

AUM₹ 60.30 Cr

(As on Jun, 2026)

No. of schemes3

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About Valcreate Investment Managers LLP

Valcreate Investment Managers LLP manages assets worth Rs 60.30 crores. Its current offering of PMS schemes includes 1 Thematic and 2 Multi Cap And Flexi Cap schemes.

PORTFOLIO MANAGERS

Rajesh Pherwani

Rajesh Pherwani

Schemes managed 3
Total AUM Undisclosed
Highest return in 1 year +2.79 %

Profile

Rajesh has over 25 years of investing experience, including HDFC Ltd, HDFC AMC and L&T AMC. Rajesh is a BE, MBA & CFA.

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PMS SCHEMES

1m 3m 6m 1y 3y 5y

table
Grid

Valcreate - Lifesciences and Specialty Opportunities

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Thematic

Category Rank

15 Out of 19

Fixed Fee

2.50%

Scheme Return

-2.63%

Benchmark Return

2.19%

Recovery Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

283 Out of 284

Fixed Fee

2.50%

Scheme Return

-4.95%

Benchmark Return

2.19%

Valcreate - Growing India

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

284 Out of 284

Fixed Fee

2.50%

Scheme Return

-5.48%

Benchmark Return

2.19%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the total AUM managed by Valcreate Investment Managers LLP ?

The total AUM managed by Valcreate Investment Managers LLP is ₹ 60.30 crores

What is the total number of schemes managed by Valcreate Investment Managers LLP ?

The total number of schemes managed by Valcreate Investment Managers LLP is 3

What is the best performing PMS scheme of Valcreate Investment Managers LLP in 1 year ?

The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Valcreate - Lifesciences and Specialty Opportunities.

What is the best performing PMS scheme of Valcreate Investment Managers LLP in 3 years?

The best performing PMS scheme of Valcreate Investment Managers LLP in 3 years is Valcreate - Lifesciences and Specialty Opportunities