- Manager
- Wallfort Fund Management
- Service
- Discretionary
- Asset class
- Equity
Wallfort India Contra Equity Fund
+10.27%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Wallfort Fund Management’s Wallfort India Contra Equity Fund returned 10.27% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹37.10 crore across its clients.
Key numbers
- AUM
- ₹37.10 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.24% | −5.57% | +2.33% |
| 3 months | −0.96% | −3.59% | +2.63% |
| 6 months | +35.27% | +8.07% | +27.20% |
| 1 year | +10.27% | −2.33% | +12.60% |
| 2 years | +7.21% | −3.93% | +11.14% |
| Since inception | +20.45% | +5.48% | +14.97% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.73%₹36.63 Cr
- Mutual funds0.75%₹0.28 Cr
- Cash and other0.51%₹0.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.01 Cr
- Outflow, Sep 2026
- ₹1.19 Cr
- Net, Sep 2026
- −₹0.18 Cr
- Net, FY to date
- ₹7.26 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wallfort India Contra Equity Fund returned?
10.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.24%; 3 months: −0.96%; 6 months: 35.27%; 1 year: 10.27%; 2 years: 7.21%; Since inception: 20.45%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.60 percentage points ahead.
How much does Wallfort India Contra Equity Fund manage?
₹37.10 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Wallfort India Contra Equity Fund?
Wallfort Fund Management, a SEBI-registered portfolio manager (INP000006192), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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