Wallfort India Contra Equity Fund
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.29%
- 3M
- +4.86%
- 6M
- -2.38%
- 9M
- —
- 1Y
- -1.13%
- 2Y
- +13.70%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +19.28%
- Strategy AUM
- ₹33 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.29% | −0.17% | +3.46% |
| 3 Months | +4.86% | −2.34% | +7.20% |
| 6 Months | −2.38% | −5.39% | +3.01% |
| 1 Year | −1.13% | −0.07% | −1.06% |
| 2 Years | +13.70% | +4.14% | +9.56% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +19.28% | +7.29% | +11.99% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.29% | −0.17% | +3.46% |
| Apr-2026 | +20.45% | +10.38% | +10.07% |
| Mar-2026 | −15.71% | −11.37% | −4.34% |
| Feb-2026 | +1.42% | +0.45% | +0.97% |
| Jan-2026 | −5.33% | −3.34% | −1.99% |
| Dec-2025 | −3.05% | −0.24% | −2.81% |
| Nov-2025 | −0.93% | +0.96% | −1.89% |
| Oct-2025 | +4.87% | +4.27% | +0.60% |
| Sep-2025 | +2.52% | +1.24% | +1.28% |
| Aug-2025 | −4.96% | −1.75% | −3.21% |
| Jul-2025 | −4.80% | −2.71% | −2.09% |
| Jun-2025 | +5.10% | +3.68% | +1.42% |
| May-2025 | +8.97% | +3.54% | +5.43% |
Strategy Details
APMI fact sheet
- Inception
- 02 Jan 2024
- Age
- 2.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.91×
- Turnover (1M)
- 0.02×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The Portfolio aims to deliver capital appreciation in medium and long term from a concentrated portfolio that predominantly invests in equity and equity related instruments across various market capitalizations. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, emerging sectors, and turnaround stories. The portfolio will be adopting a proactive approach to recognize trends, themes, and triggers in a rapidly evolving macroeconomic scenario.
Fund Managers
2 managers
Name
Vijay Bharadia
Experience
20.00 years
Name
Vijay Bharadia
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Wallfort Fund Management Llp
- Strategy
- Wallfort India Contra Equity Fund
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.