IA Insight Report
IA Insight REPORT

Wallfort Focus Fund

Investment Approach Details

₹22.21

(AUM CR)
   

Wallfort Pms And Advisory Services Llp

S&P BSE 500 TRI

Equity

Equity,Plain Debt

01/07/2024

4 Months

5000000

NA

NA

NA

   

The investment objective of Wallfort FOCUS Fund will be investing in companies based on thorough fundamental analysis and research, with a focus on investing in companies that have strong growth potential, sound financials, and attractive valuations. Companies will be selected on the basis of fundamentals & good corporate track record. A sector agnostic approach will be followed while having a portfolio of 15 â?? 40 stocks.
The strategy will invest in securities, Liquid instruments, etc. trading on NSE & BSE indices. The fund will be market-cap agnostic having a moderate risk approach. The Objective is to generate long-term (up to 3-5 years) capital appreciation by investing in companies that are undervalued due to special situations, such as corporate actions, and are trading below their intrinsic value and also general value investing with the objective of benefiting from the potential price inefficiencies that may arise during the process.

Fund Manager Details

Vijay Bharadia

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20.00 years

vijay@wallfortpms.com

9821074434

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

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NA

vijay@wallfortpms.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.15

NA