Who is the fund manager for Valtrust Shield?

The fund manager for Valtrust Shield has not been publicly disclosed. The strategy is managed by Valtrust Partners Llp.

What is the AUM for Valtrust Shield?

The AUM for Valtrust Shield is not publicly disclosed.

What is the fee structure for Valtrust Shield?

Detailed fee information for Valtrust Shield is available on request from Valtrust Partners Llp. PMS schemes typically charge a fixed management fee plus a performance fee above a hurdle rate.

What are the 1-year and 3-year returns for Valtrust Shield?

Returns data for Valtrust Shield is not currently available. Please refer to the fund house disclosure documents for the latest performance data.

What is the minimum investment for Valtrust Shield?

The minimum investment for Valtrust Shield is 5 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

Valtrust Shield Returns, Portfolio & Fund Manager

Period	Return
1 Month	0.00%
3 Months	+3.08%
Since Inception	+3.16%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

Talk to a PMS Advisor

Valtrust Shield

Book Advisory Consultation

Advisory Request Registered

Notification