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Valcreate - Lifesciences and Specialty Opportunities
Valcreate - Lifesciences and Specialty Opportunities

Valcreate - Lifesciences and Specialty Opportunities

  • Valcreate Investment Managers LLP
  • Thematic
  • 15
    Out of 17*
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Portfolio age2 years, 10 months
0.58%
4.27%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (14.18%)
Allocation by Market Cap
Small Cap (63.69%)
Mid Cap (10.76%)
Large Cap (11.37%)
Sector Holdings
  • Healthcare36.93%
  • Agrochemicals31.16%
  • Specialty Chemicals17.72%
Stock Holdings
  • Sharda Cropchem Ltd11.02%
  • Rallis India Ltd6.67%
  • Sumitomo Chemical India Ltd5.95%
  • Divis Laboratories Ltd5.56%
  • Vinati Organics Ltd5.45%

bt_logoPORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-4.47%
Profile

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

Other Schemes
  • table
  • Grid
Compare
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
212 Out of 251
Fixed Fee
2.50%
Scheme Return
2.05%
Benchmark Return
4.27%
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 17
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Feb 10, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

A thematic portfolio, focused on Life-sciences & Speciality Opportunities (investments will be focused on the pharma, healthcare, chemicals & other innovation-led companies).

Investment Approach

Valcreate's GQV investment framework (Growth, Quality and Value) drives investment decision making. We seek to invest in high-quality businesses with competitive moats and sustainable medium-to-long term growth potential at reasonable valuations. The philosophy is to strike a balance between growth and quality to buy at the right price, and avoid over paying for growth or quality.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 17
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
4.27%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Valcreate Investment Managers LLP
Valcreate Investment Managers LLP manages assets worth Rs 218.69 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

218.69 (As on Sep, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
212 Out of 251
Fixed Fee
2.50%
Scheme Return
2.05%
Benchmark Return
4.27%
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 17
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Valcreate - Lifesciences and Specialty Opportunities?
The hurdle rate of Valcreate - Lifesciences and Specialty Opportunities is 10.00%.
What is the fixed fee charged in Valcreate - Lifesciences and Specialty Opportunities ?
The fixed fee charged in Valcreate - Lifesciences and Specialty Opportunities is 2.50%.
What is the variable fee charged in Valcreate - Lifesciences and Specialty Opportunities ?
The variable fee charged in Valcreate - Lifesciences and Specialty Opportunities is 1.50%.
What is the profit sharing in Valcreate - Lifesciences and Specialty Opportunities ?
The profit sharing in Valcreate - Lifesciences and Specialty Opportunities is 20% Profit sharing above 10% hurdle.
What is the minimum investment in Valcreate - Lifesciences and Specialty Opportunities ?
The minimum investment in Valcreate - Lifesciences and Specialty Opportunities is ₹50 Lacs
What type of scheme is Valcreate - Lifesciences and Specialty Opportunities?
Valcreate - Lifesciences and Specialty Opportunities is an Equity scheme. It falls in the Thematic category.
What is the inception date of Valcreate - Lifesciences and Specialty Opportunities?
The inception date of Valcreate - Lifesciences and Specialty Opportunities is Feb 10, 2023.
What is the exit load of Valcreate - Lifesciences and Specialty Opportunities?
Exit load is 0%

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