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Valtrust
Valtrust · Portfolio Management Services
Equity Funds is a PMS (Portfolio Management Services) strategy from Valtrust. It has returned +11.80% over 1 year, +16.90% over 3 years, as reported by the fund manager. It manages about ₹4.5 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Equity Funds has returned -3.10% (1 month), -0.20% (3 months), +13.80% (6 months), +11.80% (1 year), +16.90% (3 years), +21.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Equity Funds is offered by Valtrust, a SEBI-registered portfolio manager.
