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Valtrust
Valtrust · Portfolio Management Services
Equity Hybrid Funds is a PMS (Portfolio Management Services) strategy from Valtrust. It has returned +7.50% over 1 year, +15.50% over 3 years, as reported by the fund manager. It manages about ₹1.7 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 Hybrid Funds has returned -2.70% (1 month), -0.10% (3 months), +4.70% (6 months), +7.50% (1 year), +15.50% (3 years), +18.30% (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 Hybrid Funds is offered by Valtrust, a SEBI-registered portfolio manager.
