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

Valcreate - Lifesciences and Specialty Opportunities

  • Valcreate Investment Managers LLP
  • Thematic
  • 11
    Out of 17*
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Portfolio age2 years, 10 months
0.21%
0.96%
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 30/11/2025)
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 (6.4%)
Allocation by Market Cap
Small Cap (74.2%)
Mid Cap (12.3%)
Large Cap (7.1%)
Sector Holdings
  • Healthcare51.7%
  • Agrochemicals27.1%
  • Specialty Chemicals14.8%
Stock Holdings
  • Sharda Cropchem Ltd11.02%
  • Sumitomo Chemical India Ltd5.95%
  • Divis Laboratories Ltd5.56%
  • Vinati Organics Ltd5.45%
  • Dhanuka Agritech Ltd5.15%

bt_logoPORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank Out of 12
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-6.34%
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 - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 17
Fixed Fee
2.50%
Scheme Return
0.21%
Benchmark Return
0.96%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 259
Fixed Fee
2.50%
Scheme Return
-3.04%
Benchmark Return
0.96%
*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 Nov, 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
6 Out of 17
Fixed Fee
2.50%
Scheme Return
0.21%
Benchmark Return
0.96%
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
2.8%
Benchmark Return
0.96%
Invesco - DAWN
AUM (₹ Cr)
₹249.79 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
No Option
Scheme Return
1.45%
Benchmark Return
0.96%
Invesco - RISE
AUM (₹ Cr)
₹353.15 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
1%
Benchmark Return
0.96%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
0.55%
Benchmark Return
0.96%
Narnolia - 5TX5T
AUM (₹ Cr)
₹43.10 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
0.47%
Benchmark Return
1.92%
*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 53.54 crores. Its current offering of PMS schemes includes 1 Thematic and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

53.54 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 17
Fixed Fee
2.50%
Scheme Return
0.21%
Benchmark Return
0.96%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 259
Fixed Fee
2.50%
Scheme Return
-3.04%
Benchmark Return
0.96%
*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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