Valtrust Partners Llp • Equity
Valtrust Momentum is an equity portfolio management service (PMS) strategy run by Valtrust Partners Llp, launched on 20 Jan 2023. As of 30 Sep 2026, it manages ₹80.7 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +12.43% over 1 year and +15.12% over 3 years (+21.65% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.92 percentage points ahead of its benchmark. Its 3-year return ranks 111th 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: SilverArch India Equity Portfolio (+15.22%), Invesco India R.I.S.E Portfolio (+15.18%), PicoPower (+15.09%), Care PMS Large & Midcap (+15.06%).
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 | -2.70% |
| 3 Months | +1.96% |
| 1 Year | +12.43% |
| 3 Years | +15.12% |
| Since Inception | +21.65% |
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 Momentum has a 1-year return of +12.43%, a 3-year return of +15.12% and +21.65% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Valtrust Momentum returned +15.12% against +9.20% for the BSE 500 TRI, 5.92 percentage points ahead. Over 1 year it returned +12.43% 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 Momentum's 3-year return of +15.12% ranks 111th as of 30 Sep 2026.
Valtrust Momentum is managed by Vishal Khatri at Valtrust Partners. The strategy manages ₹80.7 Cr of client assets as of 30 Sep 2026.
Valtrust Momentum manages ₹80.7 Cr of client assets as of 30 Sep 2026.
The minimum investment for Valtrust Momentum is ₹5 Lakhs.
Valtrust Momentum was launched on 20 Jan 2023. It has a 3-year track record.
Description
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