← Wallfort Fund Management LlpInvestment Approach

Wallfort Avenue Fund

Managed by Kaushal Kedia at Wallfort Fund Management Llp — The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

EquityDiscretionary₹160 Cr AUMSEBI · INP000006192

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

Wallfort Avenue FundBSE 500 TRI₹1 Cr → ₹2.50 Cr

Disclaimer: Illustrative growth of a ₹1 crore lump sum since inception, based on APMI-reported since-inception returns. For information only — not indicative of future returns. Investment is subject to market risks. Please consult an SEBI registered adviser or APMI registered APRN Holder. Data representation as reported by the Portfolio manager.

6M+17.7%

1Y+31.4%

2Y+10.6%

3Y+26.6%

4Y+29.1%

1M+7.0%BM +2.2%α +4.8

3M+6.9%BM +3.8%α +3.1

6M+17.7%BM +2.0%α +15.7

1Y+31.4%BM +3.0%α +28.5

3Y · CAGR+26.6%BM +11.9%α +14.7

5Y · CAGR

Approach

The objective

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

Fund manager

Kaushal Kedia

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeDiscretionary

Min investment₹50,00,000

Inception2022 · 4 yrs

IA registered01-04-2022

AUM as of31-07-2026

APMI IA ID113

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover76% (1Y) · 5% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

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