Wallfort Pms And Advisory Services Llp

Equity · 6 investment approaches

Total AUM

₹596 Cr

Years Active

7.5

AUM Change (3M)

-13.9%

AUM Change (1Y)

+80.4%

Min Investment

₹50L

Schemes

6

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Wallfort Avenue Fund	Equity	₹133 Cr	-4.20%	+20.24%	+33.37%	+22.69%	1.32
Diversified	Equity	₹334 Cr	-15.46%	-5.26%	+34.32%	+18.59%	0.90
Wallfort India Contra Equity Fund	Equity	₹20 Cr	-15.71%	-9.53%	-	+8.68%	-0.09
Wallfort Ameya Fund	Equity	₹103 Cr	-5.11%	-9.85%	+0.00%	+26.52%	0.73
Wallfort Focus Fund	Equity	₹3 Cr	-14.37%	-16.95%	-	-13.71%	-1.05
Wallfort KOSH Value Fund	Equity	₹4 Cr	-13.60%	-18.20%	-	-19.25%	-1.30

Wallfort Avenue Fund

Wallfort India Contra Equity Fund

Wallfort Ameya Fund

Wallfort Focus Fund

Wallfort KOSH Value Fund