Wallfort Ameya Fund
Wallfort Ameya Fund is a Equity Portfolio Management Service launched by Wallfort Pms And Advisory Services Llp on December 2022. Managed by Vijay Bharadia, the fund holds ₹103 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -9.85% (1Y), 26.52% since inception. Performance data as of July 2026.
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Wallfort Ameya Fund
Wallfort Pms And Advisory Services Llp
102.84 CR AUM
Wallfort Ameya Fund
Wallfort Pms And Advisory Services Llp
102.84 CR AUM
BSE 500 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vijay bharadia
Fund Manager
EQUITYStrategies
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. During his tenure in the family office, Mr. Bharadia honed his skills in managing proprietary funds, particularly in navigating the realm of micro-cap investments. His deep understanding of businesses and valuations allowed him to make informed decisions, leading to successful outcomes for the family's portfolio.
What is this fund's investment objective?
To generate absolute returns across market cycles by investing in undervalued equities. It can also invest money in debt instruments and mutual funds.
How has Wallfort Ameya Fund performed?
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1M IA return
-5.11%
1M benchmark return
-11.37%
Alpha
6.26%
1M Wealth multiple
0.95x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-5.11%
1M benchmark return
-11.37%
Alpha
6.26%
1M Wealth multiple
0.95x
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