Wallfort Pms And Advisory Services Llp
Equity · 6 investment approaches
Total AUM
₹664 Cr
Years Active
7.4
AUM Change (3M)
-4.3%
AUM Change (1Y)
+106.5%
Min Investment
₹50L
Schemes
6
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Wallfort Avenue Fund | Equity | ₹135 Cr | +2.85% | +26.26% | +34.15% | +24.56% | 1.48 |
Diversified | Equity | ₹379 Cr | -0.04% | +14.62% | +40.41% | +21.67% | 1.27 |
Wallfort India Contra Equity Fund | Equity | ₹33 Cr | +1.42% | +12.64% | — | +19.09% | 0.42 |
Wallfort Focus Fund | Equity | ₹6 Cr | -2.79% | +2.04% | — | -6.02% | -0.76 |
Wallfort KOSH Value Fund | Equity | ₹5 Cr | +2.58% | +0.44% | — | -12.78% | -1.08 |
Wallfort Ameya Fund | Equity | ₹107 Cr | -1.73% | -8.10% | +0.00% | +29.80% | 0.85 |