Wallfort-India Contra Equity Fund
EQUITY MID & SMALL CAP
To provide the Client with a structure that can achieve preservation and growth of its capital.
+7.53
%
1Y annualised returns
+2.98
%
Benchmark returns (S&P BSE 500 Total Return Index)
1Y
3Y
5Y
All
Launch date
02 Jan '24
Total AUM
₹32.83Cr
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
VB
Vijay Bharadia
Fund Manager, PMS
View details
PMS house
Wallfort PMS and Advisory Services LLP
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