© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +0.1% | −5.6% | +5.7% |
| 3 Months | +0.9% | −3.6% | +4.5% |
| 6 Months | +4.5% | +8.1% | −3.6% |
| 1 Year | +6.0% | −2.3% | +8.3% |
|---|
| 2 Years | +8.6% | −3.9% | +12.5% |
|---|
| 3 Years (CAGR) | +7.3% | +9.2% | −1.9% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +7.5% | +11.7% | −4.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 41-month window · Source: Computed from NAV history
Maximum drawdown: 2.0%
Valcreate Investment Managers’s story and investment philosophy are on the Valcreate Investment Managers firm page.
Ashi Anand
Fund managerFund Manager (IME Strategies)
Ashi Anand has over 20 years of fund management experience at top AMCs including ICICI Prudential, Kotak Investment Advisors, and Allegro Capital. His career includes 5 years at ICICI-Pru PMS, 8 years at Kotak Investment Advisors, and 3 years at Allegro Capital. He has delivered consistent outperformance across diverse market conditions using a micro-trend focused investment approach. He also developed IME Insights, Valcreate’s proprietary research management solution.
Rajesh Pherwani
Founder
Rajesh Pherwani is a seasoned investments professional, with 27+ years of research and fund management experience at top AMCs (including HDFC Ltd, HDFC AMC and L&T AMC). Rajesh worked as a senior equity analyst at HDFC Ltd and HDFC AMC between 1996-2004, post which he joined L&T AMC as Head of Research and Fund Manager between 2012-2016. His track record as an analyst includes many multibagger picks on the back of strong sectoral specialisation and his fund schemes were all top quartile during his stint as a fund manager. In 2017, Rajesh founded Valcreate Investment Managers LLP and set it up as a SEBI registered portfolio management firm in 2018. Rajesh has been regularly appearing in news channel interviews and has been quoted by multiple newspapers on his views.
Registration No
INP000007599
Fund Manager
Mr.Rajesh Pherwani
Principal Officer
Mr.Rajesh Pherwani
Inflow
₹0.00 Cr
Outflow
₹0.01 Cr
Net
₹-0.01 Cr
Not reported — complaint data for this strategy isn't available yet.
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