APMI

Wallfort KOSH Value Fund

Investment Approach Details

₹3.97

(AUM CR)

PMS Provider Name

Wallfort Pms And Advisory Services Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Plain Debt

Date Of Inception

01/07/2024

Age

4 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The investment objective of Wallfort KOSH Value Fund would be to generate risk adjusted returns for clients by investing in sector agnostic Multicap portfolio of securities, primarily comprising of companies usually classified as mid cap and small cap. The endeavour is to create a diversified portfolio of companies with strong corporate governance, reasonable growth potential, impeccable management and visible shareholder value creation. The Portfolio Management will be agile and flexible considering various factors like macro-economic environment, regulatory developments, sector / industry specific events, emerging themes and available value creation opportunities.

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

0.29

1 Year Turnover

NA