Mr. Vijay Bharadia
CIO, Wallfort PMS Advisory Services LLP
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Wallfort PMS and Advisory Services LLP Kosh Value Fund | 02 Jul 2024 | 4.87 | 11.98% | -2.72% | - | - | - | -2.78% |
| Wallfort PMS and Advisory Services LLP India Contra Equity Fund | 02 Jan 2024 | 38.51 | 16.84% | 11.77% | - | - | - | 22.85% |
| Wallfort PMS and Advisory Services LLP Avenue Fund | 01 Apr 2022 | 167.39 | 31.67% | 14.22% | 24.57% | - | - | 26.31% |
| Wallfort PMS and Advisory Services LLP Ameya Fund | 07 Dec 2022 | 264.41 | 29.61% | 14.64% | 24.62% | - | - | 39.89% |
| Wallfort PMS and Advisory Services LLP Focus Fund | 01 Jul 2024 | 1.53 | -1.12% | -5.91% | - | - | - | -3.22% |
| Wallfort PMS and Advisory Services LLP Diversified Fund | 01 Nov 2018 | 631.28 | 7.81% | 4.90% | 29.92% | 26.50% | - | 23.67% |
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