Wallfort Avenue Fund
Wallfort Avenue Fund is a Equity Portfolio Management Service launched by Wallfort Pms And Advisory Services Llp on April 2022. Managed by Kaushal Kedia, the fund holds ₹133 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 20.24% (1Y), 33.37% CAGR (3Y), 22.69% since inception. Performance data as of July 2026.
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Wallfort Avenue Fund
Wallfort Pms And Advisory Services Llp
132.73 CR AUM
Wallfort Avenue Fund
Wallfort Pms And Advisory Services Llp
132.73 CR AUM
BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
kaushal kedia
Fund Manager
EQUITYStrategies
Kaushal Kedia has an experience of more than 10 years in the Indian equity markets. His key strengths are understanding market cycles and picking sectors at turnaround points. He is responsible for the Wallfort Avenue Fund within Wallfort PMS. He is a Chartered Accountant having graduated from the Institute of Chartered Accountants of India in 2011.
What is this fund's investment 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.
How has Wallfort Avenue Fund performed?
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1M IA return
-4.20%
1M benchmark return
-11.37%
Alpha
7.17%
1M Wealth multiple
0.96x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-4.20%
1M benchmark return
-11.37%
Alpha
7.17%
1M Wealth multiple
0.96x
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