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Valtrust Partners LLP
Valtrust Partners LLP

Valtrust Partners LLP

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AUM₹ 687.28 Cr
(As on Oct, 2025)
No. of schemes3
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About Valtrust Partners LLP

Valtrust Partners LLP manages assets worth Rs 687.28 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Vishal Khatri
Vishal Khatri
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +-9.48 %
Profile

Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. His qualification is BBA, MBA (Finance), and a SEBI registered ‘Portfolio Manager’. Designated as Principal Officer at Valtrust PMS.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
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bt_logoAMC DETAILS

Address
315- 3rd floor, Rectangle 1, D-4, Saket District Centre, New Delhi
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bt_logoPMS SCHEMES

  • table
  • Grid
Compare
Valtrust Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
38 Out of 251
Fixed Fee
2.50%
Scheme Return
5.45%
Benchmark Return
4.27%
Equity Funds
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
123 Out of 251
Fixed Fee
1.00%
Scheme Return
3.75%
Benchmark Return
4.27%
Equity Hybrid Funds
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
137 Out of 251
Fixed Fee
1.00%
Scheme Return
3.49%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Valtrust Partners LLP ?
The total AUM managed by Valtrust Partners LLP is ₹ 687.28 crores
What is the total number of schemes managed by Valtrust Partners LLP ?
The total number of schemes managed by Valtrust Partners LLP is 3
What is the best performing PMS scheme of Valtrust Partners LLP in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Equity Hybrid Funds.
What is the best performing PMS scheme of Valtrust Partners LLP in 3 years?
The best performing PMS scheme of Valtrust Partners LLP in 3 years is Valtrust Momentum

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