Mr.Vishal Khatri
Mr.Vishal Khatri runs 2 strategies on our shelf at Valtrust equity — graded on the same seven pillars as every other manager we track.
About Mr.Vishal Khatri
Mr.Vishal Khatri manages 2 strategies at Valtrust equity, spanning 2 PMS. Across the strategies PMS Sahi Hai tracks, Mr.Vishal oversees ₹3 Cr with an average Nyra Score of 8.6.
The tracked book spans 2 PMS strategies, and its strongest three-year run is +21.8% CAGR on Valtrust equity funds. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Mr.Vishal's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 2 strategies PMS Sahi Hai tracks, Mr.Vishal's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 3-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Mr.Vishal Khatri
How Mr.Vishal's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
Valtrust equity funds Equity: Flexi Cap · ₹2 Cr | +18.4% | +21.8% | — | +23.5% | — | 8.6 |
Valtrust equity hybrid funds Equity: Flexi Cap · ₹2 Cr | +15.8% | +19.7% | — | +21.3% | — | 8.6 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A top-tier manager on our scale.
Mr.Vishal's tracked strategies average 8.6 on the Nyra scale across ₹3 Cr, primarily at Valtrust equity. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Mr.Vishal Khatri — FAQ
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Ask Nyra about Mr.Vishal's strategies.
Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Mr.Vishal Khatri or Valtrust equity. This is not investment advice.