Valtrust Partners Llp
Equity, Hybrid · 4 investment approaches
Total AUM
₹79 Cr
Years Active
3.2
AUM Change (3M)
-7.0%
AUM Change (1Y)
+9.7%
Min Investment
₹50L
Schemes
4
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Valtrust Equity Hybrid Funds | Hybrid | ₹1 Cr | -1.62% | +24.81% | — | +23.55% | 1.93 |
Valtrust Equity Funds | Equity | ₹2 Cr | -1.50% | +19.95% | — | +23.68% | 1.59 |
Valtrust Momentum | Equity | ₹75 Cr | -0.47% | +15.60% | +23.71% | +21.72% | 0.87 |
Valtrust STP | Hybrid | ₹0 Cr | +0.44% | +5.95% | +6.58% | +6.56% | — |