Valtrust Shield is a debt portfolio management service (PMS) strategy run by Valtrust Partners Llp, launched on 31 Mar 2023. It is benchmarked against the CRISIL Composite Bond Fund Index. The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
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)
N/A
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
31/03/2023
Trailing Returns
Trailing returns
Period
Return
3 Months
+3.08%
Since Inception
+3.16%
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.