- Manager
- Valcreate Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Valcreate Bespoke
+6.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valcreate Investment Managers’ Valcreate Bespoke returned 6.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.26 crore across its clients.
Key numbers
- AUM
- ₹1.26 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.08×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.12% | −5.57% | +5.69% |
| 3 months | +0.88% | −3.59% | +4.47% |
| 6 months | +4.50% | +8.07% | −3.57% |
| 1 year | +6.01% | −2.33% | +8.34% |
| 2 years | +8.61% | −3.93% | +12.54% |
| 3 years | +7.33% | +9.20% | −1.87% |
| Since inception | +7.49% | +12.67% | −5.18% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Debt93.95%₹1.18 Cr
- Cash and other5.99%₹0.08 Cr
- Mutual funds0.06%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹0.51 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Valcreate Bespoke returned?
6.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.12%; 3 months: 0.88%; 6 months: 4.50%; 1 year: 6.01%; 2 years: 8.61%; 3 years: 7.33%; Since inception: 7.49%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 8.34 percentage points ahead.
How much does Valcreate Bespoke manage?
₹1.26 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Valcreate Bespoke?
Valcreate Investment Managers, a SEBI-registered portfolio manager (INP000007599), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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