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Valtrust Partners LLP
Valtrust Partners LLP

Valtrust Partners LLP

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AUM ₹ 411.36 Cr (As on Feb, 2025)
No. of schemes 1
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About Valtrust Partners LLP

Valtrust Partners LLP manages assets worth Rs 411.36 crores. Its current offering of PMS schemes includes 1 Flexicap scheme.

Portfolio MANAGERS

Vishal Khatri
Vishal Khatri
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -10.03 %
Profile

Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. His qualification is BBA, MBA (Finance), and a SEBI registered ‘Portfolio Manager’. Designated as Principal Officer at Valtrust PMS.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Valtrust Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
49 Out of 62
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Valtrust Momentum
49Out of 1
-10.40%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Valtrust Partners LLP ?
The total AUM managed by Valtrust Partners LLP is ₹411.36 crores
What is the total number of schemes managed by Valtrust Partners LLP ?
The total number of schemes managed by Valtrust Partners LLP is 1
What is the best performing PMS scheme of Valtrust Partners LLP in 1 year ?
The best performing PMS scheme of Valtrust Partners LLP in 1 year is Valtrust Momentum.
What is the best performing PMS scheme of Valtrust Partners LLP in 3 years?
The best performing PMS scheme of Valtrust Partners LLP in 3 years is Valtrust Momentum
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