Loading…
Loading…
Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −6.2% | −0.9% | −5.3 pts |
| 3 months | −6.3% | −6.5% | +0.2 pts |
| 6 months | +5.3% | −3.0% | +8.3 pts |
| 1 year | −1.4% | −7.2% | +5.8 pts |
| 2 years a year | +4.7% | −1.1% | +5.8 pts |
| Since start a year | +16.8% | +5.0% | +11.9 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Wallfort India Contra Equity Fund at the start of Nov 2025 was worth ₹99 by the end of Oct 2026. In BSE 500 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Mar 2024. Change the period in the bar above.
How much of BSE 500 TRI's rises and falls it took, how consistently it beat it, and its largest fall — over the period chosen above.
Upside and downside capture, capture ratio, information ratio and the largest fall — for any period you choose.
Sign in to view →With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd., where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia. In addition to his professional accomplishments, Mr. Vijay Bharadia places great emphasis on learning to build and maintain relationships, a skill he cultivated under the tutelage of Mr. Ashok Bharadia.
Co-managers: Vijay Bharadia
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…
All figures are as reported to APMI by the portfolio manager and are updated monthly. A blank means the manager has not reported it. Past performance is not a guide to future returns.