Explore Asset managers Valtrust equity
Asset Management Company

Valtrust equity

Valtrust equity is a SEBI-registered asset manager. PMS Sahi Hai tracks 2 of its 2 PMS strategies, scored on the same basis as every other house.

2 strategies₹5 Cr trackedAvg Nyra 8.0
AUM tracked
₹5 Cr
Strategies
2
2 PMS
Avg Nyra Score
8.0
Best 3Y CAGR
18.2%
Valtrust equity funds
Fund managers
About the house

How Valtrust equity invests

Across the strategies PMS Sahi Hai tracks, Valtrust equity runs flexi cap mandates in a blend style, with ₹5 Cr under watch and a track record stretching back 3 years.

Its strongest three-year run on our shelf is 18.2% CAGR on Valtrust equity funds, net of fees. Every strategy here is graded on the same comparative basis (including returns, risk, manager tenure, fees, concentration, transparency and AUM fit), so Valtrust equity can be read side by side against any other house on the platform, sales deck excluded.

Categories
Flexi Cap
Styles
Blend
Minimums
₹50 L (PMS)

Weigh Valtrust equity against the field.

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APMI · APRN08358
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