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 Avenue Fund | 01 Apr 2022 | 146.4 | 18.36% | 11.12% | 27.07% | - | - | 24.38% |
| Wallfort PMS and Advisory Services LLP Focus Fund | 01 Jul 2024 | 1.8 | -14.95% | -5.74% | - | - | - | -5.74% |
| Wallfort PMS and Advisory Services LLP Kosh Value Fund | 02 Jul 2024 | 4.74 | -1.93% | - | - | - | - | -4.32% |
| Wallfort PMS and Advisory Services LLP Ameya Fund | 07 Dec 2022 | 140.81 | 9.35% | 19.78% | 25.52% | - | - | 36.96% |
| Wallfort PMS and Advisory Services LLP Diversified Fund | 01 Nov 2018 | 574.44 | 8.72% | 13.00% | 39.25% | 25.76% | - | 23.47% |
| Wallfort PMS and Advisory Services LLP India Contra Equity Fund | 02 Jan 2024 | 35.67 | 3.28% | 12.83% | - | - | - | 23.48% |
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