Valtrust Momentum
EQUITY FLEXI CAP
A long-term strategy aiming for capital appreciation by capitalizing on the continuance of an existing market trend in Indian equities.
+22.58%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
20 Jan '23
Total AUM
₹81.44Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Equity market cap split
Small Cap45.5%
Mid Cap29.2%
Large Cap25.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MKMr.Vishal KhatriPrincipal Officer, Valtrust PMSView details
MK
Mr.Vishal Khatri
Principal Officer, Valtrust PMS
View details
About
Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. He qualification is BBA, MBA (Finance), and a SEBI registered ‘Portfolio Manager’. Designated as Principal Officer at Valtrust PMS.
Experience
Over 12 years in investment advisory and investment banking.
Investment philosophy
Investment advisory, stock identification, strategy formulation, and risk management.
Previously worked at
- Indcap Advisors
- VT Investment Advisors
- AFII Corporate Advisors
Awards
- Demonstrated track record in identifying stocks and formulating investment strategies. Advised on M&A due diligence and transactions for foreign infrastructure companies. A SEBI registered Portfolio Manager.
PMS house
Valtrust Partners LLP
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