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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 +4.06% over 1 year, +31.79% over 3 years, +26.22% over 5 years, as reported by the fund manager. It manages about ₹662.11 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 +1.54% (1 month), +6.50% (3 months), +49.96% (6 months), +4.06% (1 year), +3.81% (2 years), +31.79% (3 years), +26.22% (5 years), +23.63% (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.
