Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
Valcreate - Lifesciences and Specialty Opportunities
Valcreate - Lifesciences and Specialty Opportunities

Valcreate - Lifesciences and Specialty Opportunities

  • Valcreate Investment Managers LLP
  • Thematic
  • 5
    Out of 12*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 1 month
8.77%
0.45%
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 28/02/2026)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Rajesh Pherwani
  • Manager Rank5 Out of 12
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr26.81%
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
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.77%
Benchmark Return
0.45%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
24 Out of 263
Fixed Fee
2.50%
Scheme Return
3.77%
Benchmark Return
0.45%
*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 Feb, 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

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing above 10% hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Pradeep Gupta: Powereka is '42 years old company' with diesel gensets and renewable power verticals18:33Powerica IPO Deep Dive | Live With Management | Subscribe Or Skip?
Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions7:11Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions
MEA Randhir Jaiswal Briefs on PM Modi–Trump Talks, Pushes De-escalation in West Asia2:26MEA Randhir Jaiswal Briefs On PM Modi–Trump Talks, Pushes De-Escalation In West Asia
"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock4:32"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock
Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly2:03Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly
Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice4:03Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice
PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts3:40PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts
Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More4:13Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More
ATF Prices Double In A Month, Airfares Set To Surge From April 13:04ATF Prices Double In A Month, Airfares Set To Surge From April 1
War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE31:00War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE
View more

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
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.77%
Benchmark Return
0.45%
Ambit Build India
AUM (₹ Cr)
₹33.52 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 21
Fixed Fee
1.75%
Scheme Return
3.99%
Benchmark Return
-0.51%
The Green Ethical Fund
AUM (₹ Cr)
₹24.53 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.25%
Scheme Return
2.98%
Benchmark Return
0.45%
Anand Rathi - MNC PMS
AUM (₹ Cr)
₹141.40 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.96%
Benchmark Return
0.45%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
2.39%
Benchmark Return
0.45%
HSBC - India Next Portfolio
AUM (₹ Cr)
₹436.30 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 21
Fixed Fee
2.00%
Scheme Return
1.96%
Benchmark Return
0.45%
*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 54.86 crores. Its current offering of PMS schemes includes 1 Thematic and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

54.86 (As on Feb, 2026)

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
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.77%
Benchmark Return
0.45%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
24 Out of 263
Fixed Fee
2.50%
Scheme Return
3.77%
Benchmark Return
0.45%
*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%

bt_logoTop Stories