Valtrust Equity Funds
Overview
For many investors, mutual fund selection often leads to over-diversification, duplication, and confusion. Valtrust Equity Funds simplifies this by offering a curated portfolio of top-performing mutual funds, carefully chosen through institutional-grade research and rigorous risk management.
Using both quantitative and qualitative analysis this strategy aims to deliver higher returns with lower risk, while maintaining low overlap between holdings.
By investing through direct plans with complete transparency, Valtrust Equity Funds ensures alignment of interests – where the focus stays firmly on risk-adjusted performance and long-term wealth creation.
Key Characteristics
| Particulars | Description |
|---|---|
Investment objective |
Generate capital appreciation over long term by investing in Equity and Equity related instruments. |
Description of securities |
Client’s funds shall primarily be invested in mutual funds and ETFs investing in equity and equity related instruments Some part of funds might be invested liquid or ultrashort funds/ liquid ETFs or units of money market instruments or might be retained as bank balance in bank account. |
Basis of selection of securities |
Mutual Fund and ETF selection takes place based on the consistency of returns and personal experience of the portfolio manager in the capital markets. Securities with high return and risk-reward are selected by talking long positions. |
Allocation of portfolio across type of securities |
0-100% allocation will be in mutual funds and ETFs Occasionally, 0-100% allocation might be made liquid or ultrashort funds/liquid ETFs/money market instruments bank balance for liquidity purpose. |
Appropriate Benchmark |
SAP BSE 600 Total Return Index (TRI) |
Basis for choice of benchmark |
The benchmark represents broad category of Equity market which is appropriately representing the scheme. |
Minimum investment |
As per SEBI (PMS) Regulations 2020, INR 50 lakhs per PAN, or any other amount as may be stipulated by SEBI from time to time. |
Indicative tenor or investment horizon |
Medium to long term. 3-5 years for the portfolio manager to be able to maximize strategy performance. |
Lock-in period |
This investment approach shall not be subject to any lock-in period. |
Exit load |
This investment approach shall not be subject to any exit Iced. |