- Manager
- Valcreate Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Valcreate Recovery Strategy
+27.89%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Valcreate Investment Managers’ Valcreate Recovery Strategy returned 27.89% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.49 crore across its clients.
Key numbers
- AUM
- ₹1.49 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.59×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +2.59% | −5.57% | +8.16% |
| 3 months | +5.75% | −3.59% | +9.34% |
| 6 months | +62.57% | +8.07% | +54.50% |
| 1 year | +27.89% | −2.33% | +30.22% |
| Since inception | +21.97% | −2.72% | +24.69% |
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 equity98.54%₹1.47 Cr
- Cash and other1.46%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Valcreate Recovery Strategy returned?
27.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 2.59%; 3 months: 5.75%; 6 months: 62.57%; 1 year: 27.89%; Since inception: 21.97%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 30.22 percentage points ahead.
How much does Valcreate Recovery Strategy manage?
₹1.49 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 Recovery Strategy?
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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