Valtrust Partners PMS strategies
Valtrust Partners runs 5 portfolio management strategies listed with APMI, managing ₹87.24 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Valtrust Momentum | Equity | Vishal Khatri | ₹80.7 Cr | +15.12% | +5.92 pts | — | ₹5 Lakhs | Sep 2026 |
| Valtrust Equity Funds | Equity | Vishal Khatri | ₹4.5 Cr | +16.85% | +7.65 pts | — | ₹5 Lakhs | Sep 2026 |
| Valtrust Equity Hybrid Funds | Hybrid | — | ₹1.74 Cr | +19.65% | — | — | ₹5 Lakhs | — |
| Valtrust STP | Hybrid | — | ₹0.3 Cr | +6.56% | — | — | ₹5 Lakhs | — |
| Valtrust Shield | Debt | — | — | — | — | — | ₹5 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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