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

Valcreate - Lifesciences and Specialty Opportunities

  • Valcreate Investment Managers LLP
  • Thematic
  • 4
    Out of 11*
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PMS Bazaar
Portfolio age3 years, 5 months
5.91%
1.73%
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

TRAILING PERFORMANCE

(As on 30/06/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank4 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM38.81
  • Highest Return In 1 Yr14.51%
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
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Recovery Strategy
AUM (₹ Cr)
₹1.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 282
Fixed Fee
2.50%
Scheme Return
7.72%
Benchmark Return
1.73%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
₹19.23 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
5.91%
Benchmark Return
1.73%
Valcreate - Growing India
AUM (₹ Cr)
₹18.17 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
72 Out of 282
Fixed Fee
2.50%
Scheme Return
4.9%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
19.23
(As on Jun, 2026)
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

FEE 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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INVESTMENT 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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PEER ANALYSIS

  • table
  • Grid
Compare
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
₹19.23 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
5.91%
Benchmark Return
1.73%
Green Portfolio - MNC Advantage
AUM (₹ Cr)
₹9.76 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.25%
Scheme Return
10.35%
Benchmark Return
1.73%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
₹4.35 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.25%
Scheme Return
8.62%
Benchmark Return
1.73%
The Green Ethical Fund
AUM (₹ Cr)
₹29.52 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.25%
Scheme Return
8.48%
Benchmark Return
1.73%
Ambit Build India
AUM (₹ Cr)
₹40.93 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
7.51%
Benchmark Return
1.67%
Omni Services Corp
AUM (₹ Cr)
₹1.24 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
4.35%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

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

AUM (₹ cr)

60.30 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Recovery Strategy
AUM (₹ Cr)
₹1.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 282
Fixed Fee
2.50%
Scheme Return
7.72%
Benchmark Return
1.73%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
₹19.23 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
5.91%
Benchmark Return
1.73%
Valcreate - Growing India
AUM (₹ Cr)
₹18.17 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
72 Out of 282
Fixed Fee
2.50%
Scheme Return
4.9%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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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