PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Wallfort-Kosh Value Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
2 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
5.17
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.93%

2.73%

-15.40%

NA NA

-11.01%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 October 2022
Min. Investment
50,00,000
AUM (₹ Cr)
98.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.91%

6.10%

7.28%

19.93%

NA

19.63%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2009
Min. Investment
50,00,000
AUM (₹ Cr)
551.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.90%

5.34%

9.52%

25.51%

28.38%

17.43%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
834.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.90%

5.60%

3.20%

NA NA

15.09%

Benchmark
NSE Multi Asset Index 2
Inception
4 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
18.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.89%

8.56%

9.54%

29.14%

23.91%

17.85%

Benchmark
NIFTY 50 Total Return Index
Inception
1 February 2023
Min. Investment
50,00,000
AUM (₹ Cr)
16.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.88%

3.16%

4.64%

NA NA

15.85%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
328.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.82%

9.42%

-12.56%

NA NA

12.15%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
6.47
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.80%

5.57%

-2.57%

8.06%

12.41%

14.84%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 July 2023
Min. Investment
50,00,000
AUM (₹ Cr)
99.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.80%

23.30%

26.62%

NA NA

55.32%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 April 2017
Min. Investment
50,00,000
AUM (₹ Cr)
30.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.78%

10.98%

-3.71%

20.05%

25.04%

15.59%