Wallfort Fund Management LLP
Wallfort Fund Management LLP · Small & Mid Cap · Portfolio Management Services
Diversified Fund is a PMS (Portfolio Management Services) strategy from Wallfort Fund Management LLP, in the small & mid cap category. It is managed by Mr.Vijay Bharadia. It has returned +7.81% over 1 year, +29.92% over 3 years, +26.50% over 5 years, as reported by the fund manager. It manages about ₹631.28 crore. Its benchmark is S&P BSE 500 TRI. 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.
Diversified Fund has returned +0.44% (1 month), +15.00% (3 months), +24.87% (6 months), +7.81% (1 year), +4.90% (2 years), +29.92% (3 years), +26.50% (5 years), +23.67% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Diversified Fund is offered by Wallfort Fund Management LLP, a SEBI-registered portfolio manager. The fund manager is Mr.Vijay Bharadia.
