Wallfort-Kosh Value Fund
EQUITY MID & SMALL CAP
Our investment approach is elucidated below using the 5 aspects we consider while constructing a portfolio: Growth, Quality, Valuation, Risk and Behaviour..
+4.45%
1Y annualised returns
+2.98%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
02 Jul '24
Total AUM
₹5.35Cr
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
VBVijay BharadiaFund Manager, PMSView details
VB
Vijay Bharadia
Fund Manager, PMS
View details
PMS house
Wallfort PMS and Advisory Services LLP
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