92%
1-year holding
of 25 windows beat the index
Avg / yr+27.8%
Equity: Flexi Cap
Valtrust Momentum
8.1
Nyra score
Independently scored
3-yr track record · since Jan 2023BlendAUM ₹2 CrMax drawdown −29.56%SEBI-registered PMS
3Y CAGR
22.6%
vs 14.9% index
5Y CAGR
—
annualised
Since inception
21.4%
CAGR · net of fees
₹1 Cr became
₹1.79 Cr
index ₹1.45 Cr
AUM
₹2 Cr
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
Valtrust Momentum is a long-term strategy that will primarily invest in Indian public equities with an aim to generate capital appreciation by capitalizing on the continuance of an existing market trend. The strategy will apply technical indicators to the analysis of a security in order to identify trends and gauge the strength of the trend. The strategy aims to capture significant investor biases like initial underreaction, delayed overreaction, herd mentality, and confirmation bias.
Performance · what ₹1 crore would have become
₹1.79 Cr
+79% · 1.8× your money
- This strategy₹1.79 Cr
- S&P BSE 500 Total Return Index₹1.45 Cr
₹1 Cr invested at inception (Jan 2023)3.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy14.1%
2.1%
-2.3%
10.2%
22.6%
—
21.4%
S&P BSE 500 Total Return Index
10.4%
-1.7%
-4.3%
3.6%
14.9%
—
13.2%
Alpha
+3.7%
+3.8%
+2%
+6.6%
+7.7%
—
+8.2%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
100%
3-year holding
of 1 windows beat the index
Avg / yr+21.4%
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−29.56%
Max drawdown
-4.6%
Worst 1-yr window
25.9%
Volatility (ann.)
0.80
Sharpe ratio
In its worst stretch the strategy fell −29.56% peak-to-trough. A Sharpe of 0.80 means it earned a modest return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood — where the money sits
A focused book of about 30 stocks, spread across the market-cap curve.
Market-cap mix
- Large19%
- Mid31%
- Small50%
Concentration
Holdings30 stocks
Cash / debt buffer—
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
Fund manager
Investment team
Valtrust Momentum · 3-yr strategy tenure · ₹2 Cr managed
Investment philosophy
Valtrust Momentum's Flexi Cap approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 30 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 3-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −29.56%.
Nyra's read
A dependable flexi cap strategy that scores well across our pillars.
Nyra scores Valtrust Momentum 8.1/10, on a since-inception CAGR near 21.4% and a 3-year CAGR of 22.6%. Its sharpest fall on record is about −29.56% — size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Flexi Cap exposure and can sit through equity drawdowns.
Mind if
A −29.56% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Jan 2023
- Track record
- 3 years
- Category
- Equity: Flexi Cap
- Style
- Blend
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- 30 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- 10% over 10.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Nil exit load
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
What investors say
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
FAQ
Valtrust Momentum — common questions
What is Valtrust Momentum?
Valtrust Momentum is a Flexi Cap PMS strategy from Valtrust Momentum. It follows a Blend style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 8.1/10.
Who should consider Valtrust Momentum?
It suits investors with a five-year-plus horizon who want active Flexi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Jan 2023) it has compounded at roughly 21.4% a year, with a 3-year CAGR of 22.6% against 14.9% for the S&P BSE 500 Total Return Index. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of 10% over 10.00% hurdle. Exit / lock-in terms: Nil exit load.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −29.56%. Valtrust Momentum is SEBI-registered and reports monthly. This page is information, not investment advice.
