Wallfort-Avenue Fund

EQUITY MID & SMALL CAP

The objective is to provide a structure that can achieve preservation and growth of capital.

+30.50%

3Y annualised returns

+13.47%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Apr '22

Total AUM

₹132.42Cr

Min. investment

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

PMS house

Wallfort PMS and Advisory Services LLP

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