Wallfort Fund Management Llp — PMS strategies

Wallfort Fund Management Llp is a SEBI-registered portfolio manager running 6 strategies in our tracker, holding ₹904 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 6 strategies from Wallfort Fund Management Llp

• Diversified₹574 CrAUM39.3%3Y
• Wallfort Avenue Fund₹146 CrAUM27.1%3Y
• Wallfort Ameya Fund₹141 CrAUM25.5%3Y
• Wallfort India Contra Equity Fund₹36 CrAUM—3Y
• Wallfort KOSH Value Fund₹5 CrAUM—3Y
• Wallfort Focus Fund₹2 CrAUM—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.