Valtrust Partners Llp — PMS strategies
Valtrust Partners Llp is a SEBI-registered portfolio manager running 5 strategies in our tracker, holding ₹93 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 5 strategies from Valtrust Partners Llp
- Valtrust Momentum₹79 CrAUM19.9%3Y
- Valtrust NDPMSHybrid₹8 CrAUM6.8%3Y
- Valtrust Equity Funds₹3 CrAUM20.0%3Y
- Valtrust Equity Hybrid FundsHybrid₹2 CrAUM17.7%3Y
- Valtrust STPHybrid₹0 CrAUM6.6%3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.