Valtrust STP is a hybrid portfolio management service (PMS) strategy run by Valtrust Partners Llp, launched on 30 Jan 2023. It manages ₹0.3 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.89% over 1 year and +6.56% over 3 years (+6.58% since inception). The minimum investment is ₹5 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.3 Cr
3-year return
+6.56%
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)
₹0.3 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
30/01/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.65%
3 Months
+3.02%
1 Year
+5.89%
3 Years
+6.56%
Since Inception
+6.58%
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.
Valtrust STP has a 1-year return of +5.89%, a 3-year return of +6.56% and +6.58% since inception. Past performance is not indicative of future results.
What is the AUM of Valtrust STP?
Valtrust STP manages ₹0.3 Cr of client assets.
What is the minimum investment for Valtrust STP?
The minimum investment for Valtrust STP is ₹5 Lakhs.
When was Valtrust STP launched?
Valtrust STP was launched on 30 Jan 2023. It has a 3-year track record.