Valtrust Momentum
Valtrust Momentum is a Equity Portfolio Management Service launched by Valtrust Partners Llp on January 2023. Managed by Vishal Khatri, the fund holds ₹79 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹500000 lakh. Trailing returns: 4.3% (1Y), 19.86% CAGR (3Y), 22.71% since inception. Performance data as of July 2026.
Learn
Valtrust Momentum
Valtrust Partners Llp
79.43 CR AUM
Valtrust Momentum
Valtrust Partners Llp
79.43 CR AUM
BSE 500 TRI
Benchmark
3yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vishal khatri
Fund Manager
EQUITYStrategies
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. He qualification is BBA, MBA (Finance), and a SEBI registered 'Portfolio Manager'. Designated as Principal Officer at Valtrust PMS.
What is this fund's investment objective?
Generate capital appreciation over medium to long term by capitalizing on the continuance of an existing market trend.
How has Valtrust Momentum performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.03%
1M benchmark return
1.73%
Alpha
1.30%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.03%
1M benchmark return
1.73%
Alpha
1.30%
1M Wealth multiple
1.03x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ