- Manager
- Valcreate Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Valcreate Life Sciences and Speciality Opportunities
+29.09%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valcreate Investment Managers’ Valcreate Life Sciences and Speciality Opportunities returned 29.09% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹20.24 crore across its clients.
Key numbers
- AUM
- ₹20.24 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.27% | −5.57% | +5.84% |
| 3 months | +3.84% | −3.59% | +7.43% |
| 6 months | +31.88% | +8.07% | +23.81% |
| 1 year | +29.09% | −2.33% | +31.42% |
| 2 years | +10.18% | −3.93% | +14.11% |
| 3 years | +19.35% | +9.20% | +10.15% |
| Since inception | +18.96% | +11.96% | +7.00% |
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
- Listed equity95.99%₹19.43 Cr
- Cash and other3.98%₹0.81 Cr
- Mutual funds0.03%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- ₹0.67 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Valcreate Life Sciences and Speciality Opportunities returned?
29.09% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.27%; 3 months: 3.84%; 6 months: 31.88%; 1 year: 29.09%; 2 years: 10.18%; 3 years: 19.35%; Since inception: 18.96%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 31.42 percentage points ahead.
How much does Valcreate Life Sciences and Speciality Opportunities manage?
₹20.24 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 Life Sciences and Speciality Opportunities?
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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