Valtrust Partners Llp • Equity
Valtrust Equity Funds is an equity portfolio management service (PMS) strategy run by Valtrust Partners Llp, launched on 31 Mar 2023. As of 30 Sep 2026, it manages ₹4.5 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.84% over 1 year and +16.85% over 3 years (+21.24% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 7.65 percentage points ahead of its benchmark. Its 3-year return ranks 82nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹5 Lakhs. The strategy is managed by Vishal Khatri.
Ranked nearby on 3-year return: Ace Multicap (+16.90%), Hanut Fundamental Quant (+16.85%), Sowilo Multi Cap Fund (+16.75%), Green Portfolio the Impact ESG Fund (+16.71%).
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 | -3.12% |
| 3 Months | -0.24% |
| 1 Year | +11.84% |
| 3 Years | +16.85% |
| Since Inception | +21.24% |
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 callValtrust Equity Funds has a 1-year return of +11.84%, a 3-year return of +16.85% and +21.24% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Valtrust Equity Funds returned +16.85% against +9.20% for the BSE 500 TRI, 7.65 percentage points ahead. Over 1 year it returned +11.84% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Valtrust Equity Funds's 3-year return of +16.85% ranks 82nd as of 30 Sep 2026.
Valtrust Equity Funds is managed by Vishal Khatri at Valtrust Partners. The strategy manages ₹4.5 Cr of client assets as of 30 Sep 2026.
Valtrust Equity Funds manages ₹4.5 Cr of client assets as of 30 Sep 2026.
The minimum investment for Valtrust Equity Funds is ₹5 Lakhs.
Valtrust Equity Funds was launched on 31 Mar 2023. It has a 3-year track record.
Description
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