Valtrust Equity Hybrid Funds is a hybrid portfolio management service (PMS) strategy run by Valtrust Partners Llp, launched on 31 Mar 2023. It manages ₹1.74 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +15.84% over 1 year and +19.65% over 3 years (+21.25% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹1.74 Cr
3-year return
+19.65%
Minimum investment
₹5 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹1.74 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
31/03/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.39%
3 Months
+4.54%
1 Year
+15.84%
3 Years
+19.65%
Since Inception
+21.25%
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.
Frequently asked questions about Valtrust Equity Hybrid Funds
What are the returns of Valtrust Equity Hybrid Funds?
Valtrust Equity Hybrid Funds has a 1-year return of +15.84%, a 3-year return of +19.65% and +21.25% since inception. Past performance is not indicative of future results.
What is the AUM of Valtrust Equity Hybrid Funds?
Valtrust Equity Hybrid Funds manages ₹1.74 Cr of client assets.
What is the minimum investment for Valtrust Equity Hybrid Funds?
The minimum investment for Valtrust Equity Hybrid Funds is ₹5 Lakhs.
When was Valtrust Equity Hybrid Funds launched?
Valtrust Equity Hybrid Funds was launched on 31 Mar 2023. It has a 3-year track record.