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 seven pillars as every other house.
2 strategies₹3 Cr trackedAvg Nyra 8.6
AUM tracked
₹3 Cr
Strategies
2
2 PMS
Avg Nyra Score
8.6
Best 3Y CAGR
21.8%
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 ₹3 Cr under watch and a track record stretching back 3 years.
Its strongest three-year run on our shelf is 21.8% CAGR on Valtrust equity funds, net of fees. Every strategy here is graded on the same seven pillars — 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)
