APMI

Wallfort India Contra Equity Fund

Investment Approach Details

₹6.40

(AUM CR)

PMS Provider Name

Wallfort Pms And Advisory Services Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

02/01/2024

Age

1.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The Portfolio aims to deliver capital appreciation in medium and long term from a concentrated portfolio that predominantly invests in equity and equity related instruments across various market capitalizations. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, emerging sectors, and turnaround stories. The portfolio will be adopting a proactive approach to recognize trends, themes, and triggers in a rapidly evolving macroeconomic scenario.

Fund Manager Details


Vijay Bharadia
Work Exp. 20.00 years
Email ID vijay@wallfortpms.com
Mobile No 9821074434
Details With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd., where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia. In addition to his professional accomplishments, Mr. Vijay Bharadia places great emphasis on learning to build and maintain relationships, a skill he cultivated under the tutelage of Mr. Ashok Bharadia.


Vijay Bharadia
Work Exp. NA
Email ID vijay@wallfortpms.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.17

1 Year Turnover

NA