PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Wallfort Focus Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
25.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.49%

5.80%

-7.56%

NA NA

-1.27%

Benchmark
NIFTY 50 Total Return Index
Inception
8 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
2.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.31%

-1.37%

11.06%

NA NA

27.61%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 September 2010
Min. Investment
50,00,000
AUM (₹ Cr)
52.57
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.10%

-1.80%

4.90%

26.80%

6.20%

11.10%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 November 2024
Min. Investment
50,00,000
AUM (₹ Cr)
12.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.94%

15.80%

NA NA NA

-7.95%

Benchmark
NIFTY 50 Total Return Index
Inception
26 June 2018
Min. Investment
50,00,000
AUM (₹ Cr)
200.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.90%

10.63%

21.35%

14.81%

12.81%

10.17%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
13.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.83%

19.34%

-9.35%

25.94%

NA

24.76%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 August 2018
Min. Investment
50,00,000
AUM (₹ Cr)
146.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.81%

6.27%

5.40%

31.61%

30.92%

20.49%

Benchmark
NIFTY 50 Total Return Index
Inception
1 January 2020
Min. Investment
50,00,000
AUM (₹ Cr)
0.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.59%

-1.11%

9.16%

23.38%

NA

12.68%

Benchmark
NIFTY 50 Total Return Index
Inception
1 March 2019
Min. Investment
50,00,000
AUM (₹ Cr)
231.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.54%

2.26%

10.20%

19.52%

21.53%

16.57%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 June 2010
Min. Investment
50,00,000
AUM (₹ Cr)
768.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.41%

13.80%

1.21%

13.79%

20.07%

17.01%