Value Prolific Investments & Consulting Private Limited • Equity
ValPro Balanced (B) PMS is an equity portfolio management service (PMS) strategy run by Value Prolific Investments & Consulting Private Limited, launched on 6 Jul 2021. As of 31 Aug 2026, it manages ₹9.01 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +18.36% over 1 year, +16.81% over 3 years and +4.40% over 5 years (+5.10% since inception). Over 3 years, the Nifty 50 TRI returned +7.74%, so the strategy is 9.07 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Anshuman Khanna.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.41% |
| 3 Months | +3.64% |
| 1 Year | +18.36% |
| 3 Years | +16.81% |
| 5 Years | +4.40% |
| Since Inception | +5.10% |
| performance fee | Variable Fees: AMC: 1% - 20% |
| exit load | 1st Year: 3% 2nd Year: 2% 3rd Year: 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValPro Balanced (B) PMS has a 1-year return of +18.36%, a 3-year return of +16.81%, a 5-year return of +4.40% and +5.10% since inception as of 31 Aug 2026. Past performance is not indicative of future results.
Over 5 years, ValPro Balanced (B) PMS returned +4.40% against +7.05% for the Nifty 50 TRI, 2.65 percentage points behind. Over 3 years it returned +16.81% against +7.74%; Over 1 year it returned +18.36% against -1.42%. Figures as of 31 Aug 2026.
ValPro Balanced (B) PMS is managed by Anshuman Khanna at Value Prolific Investments & Consulting. The strategy manages ₹9.01 Cr of client assets as of 31 Aug 2026.
ValPro Balanced (B) PMS manages ₹9.01 Cr of client assets as of 31 Aug 2026.
The fee structure for ValPro Balanced (B) PMS includes: performance fee: Variable Fees: AMC: 1% - 20%; exit load: 1st Year: 3% 2nd Year: 2% 3rd Year: 1%.
The minimum investment for ValPro Balanced (B) PMS is ₹50 Lakhs.
ValPro Balanced (B) PMS was launched on 6 Jul 2021. It has a 5-year track record.
Description
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