PMSAIFGet AccreditedStock Holding Movement

Wallfort India Contra Equity Fund

Wallfort India Contra Equity Fund is a Equity Portfolio Management Service launched by Wallfort Pms And Advisory Services Llp on January 2024. Managed by Vijay Bharadia, the fund holds ₹20 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -9.53% (1Y), 8.68% since inception. Performance data as of July 2026.

›Fund Details
Learn

Wallfort India Contra Equity Fund

Wallfort Pms And Advisory Services Llp

20.29 CR AUM

Wallfort India Contra Equity Fund

Wallfort India Contra Equity Fund

Wallfort Pms And Advisory Services Llp

20.29 CR AUM

BSE 500 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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?

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 emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, emerging sectors, and turnaround stories. The portfolio will be adopting a proactive approach to recognize trends, themes, and triggers in a rapidly evolving macroeconomic scenario.

How has Wallfort India Contra Equity Fund performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-15.71%
1M benchmark return
-11.37%
Alpha
-4.34%
1M Wealth multiple
0.84x

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
-15.71%
1M benchmark return
-11.37%
Alpha
-4.34%
1M Wealth multiple
0.84x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ