Wallfort PMS and Advisory Services LLP - Fund Manager
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Wallfort Focus Fund | Equity: Mid & Small Cap | |
Wallfort-Ameya Fund | Equity: Mid & Small Cap | |
Wallfort-Diversified Fund | Equity: Mid & Small Cap | |
Wallfort-India Contra Equity Fund | Equity: Mid & Small Cap | |
Wallfort-Kosh Value Fund | Equity: Mid & Small Cap |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Cash & Cash Equivalent | |
| Tata Power Company Ltd | |
| IDFC First Bank Ltd | |
| Aditya Birla Real Estate Ltd | |
| Indian Metals & Ferro Alloys Ltd |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Wallfort Focus Fund | -0.23% | 11.87% | 5.37% | 0.75% | N/A | N/A | 3.75% |
| Wallfort-Ameya Fund | -6.83% | -4.71% | -8.82% | -11.13% | N/A | N/A | 36.91% |
| Wallfort-Diversified Fund | -3.29% | 2.49% | 13.89% | 10.96% | 41.73% | 44.37% | 25.64% |
| Wallfort-India Contra Equity Fund | -0.93% | 6.51% | 1.29% | 4.49% | N/A | N/A | 27.41% |
| Wallfort-Kosh Value Fund | -4.28% | 1.79% | -3.05% | -14.22% | N/A | N/A | -10.48% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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