Wallfort Fund Management PMS strategies
Wallfort Fund Management runs 5 portfolio management strategies listed with APMI, managing ₹504 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 |
|---|---|---|---|---|---|---|---|---|
| Wallfort Ameya Fund | Equity | Vijay Bharadia | ₹281 Cr | +25.70% | +16.49 pts | — | ₹50 Lakhs | Sep 2026 |
| Wallfort Avenue Fund | Equity | Kaushal Kedia | ₹180 Cr | +24.80% | +15.59 pts | — | ₹50 Lakhs | Sep 2026 |
| Wallfort India Contra Equity Fund | Equity | Vijay Bharadia | ₹37.1 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Wallfort KOSH Value Fund | Equity | Vijay Bharadia | ₹4.97 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Wallfort Focus Fund | Equity | Vijay Bharadia | ₹0.96 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
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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