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 Focus Fund | 01 Jul 2024 | 0.96 | -8.89% | -8.23% | - | - | - | -4.73% |
| Wallfort PMS and Advisory Services LLP India Contra Equity Fund | 02 Jan 2024 | 37.1 | 10.27% | 7.21% | - | - | - | 20.45% |
| Wallfort PMS and Advisory Services LLP Avenue Fund | 01 Apr 2022 | 179.67 | 23.17% | 14.48% | 24.80% | - | - | 25.97% |
| Wallfort PMS and Advisory Services LLP Diversified Fund | 01 Nov 2018 | 662.11 | 4.06% | 3.81% | 31.79% | 26.22% | - | 23.63% |
| Wallfort PMS and Advisory Services LLP Kosh Value Fund | 02 Jul 2024 | 4.97 | 12.12% | -2.61% | - | - | - | -1.37% |
| Wallfort PMS and Advisory Services LLP Ameya Fund | 07 Dec 2022 | 281.27 | 37.09% | 14.21% | 25.70% | - | - | 40.33% |
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