Wallfort-Diversified Fund

EQUITY MID & SMALL CAP

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

+34.27%

3Y annualised returns

+11.90%

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

Launch date

01 Nov '11

Total AUM

₹368.49Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

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

3.00%

PMS management

PMS house

Wallfort PMS and Advisory Services LLP

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