Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Avenue Fund
Avenue Fund

Avenue Fund

  • Wallfort PMS and Advisory Services LLP
  • Small AND Mid Cap
  • 6
    Out of 35*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 8 months
3.25%
4.27%
Hurdle Rate**0.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Kaushal Kedia
  • Manager Rank6 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM132.42
  • Highest Return In 1 Yr11.99%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
Avenue Fund
AUM (₹ Cr)
₹132.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 53
Fixed Fee
No Option
Scheme Return
3.25%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
132.42
(As on Oct, 2025)
Inception Date
Apr 01, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.00%
Hurdle Rate
No Option
Profit Sharing
10% Performance Fees(whichever is higher)
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

The objective of Wallfort PMS and Advisory Services LLP is to provide the Client with a structure that can achieve preservation and growth of its capital.

Investment Approach

Our investment approach is elucidated below using the 5 aspects we consider while constructing a portfolio: Growth, Quality, Valuation, Risk and Behaviour.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Avenue Fund
AUM (₹ Cr)
₹132.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
32 Out of 53
Fixed Fee
No Option
Scheme Return
3.25%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Wallfort PMS and Advisory Services LLP
Wallfort PMS and Advisory Services LLP manages assets worth Rs 745.90 crores. Its current offering of PMS schemes includes 6 Small And Mid Cap schemes.

AUM (₹ cr)

745.90 (As on Oct, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
India Contra Equity Fund
AUM (₹ Cr)
₹32.83 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
14 Out of 53
Fixed Fee
No Option
Scheme Return
4.87%
Benchmark Return
4.27%
Ameya Fund
AUM (₹ Cr)
₹110.81 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
22 Out of 53
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
4.27%
Kosh Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
29 Out of 53
Fixed Fee
No Option
Scheme Return
3.31%
Benchmark Return
4.27%
Avenue Fund
AUM (₹ Cr)
₹132.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 53
Fixed Fee
No Option
Scheme Return
3.25%
Benchmark Return
4.27%
Diversified Fund
AUM (₹ Cr)
₹368.49 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
49 Out of 53
Fixed Fee
No Option
Scheme Return
0.75%
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 hurdle rate of Avenue Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in Avenue Fund ?
The fixed fee charged in Avenue Fund is No Option.
What is the variable fee charged in Avenue Fund ?
The variable fee charged in Avenue Fund is 2.00%.
What is the profit sharing in Avenue Fund ?
The profit sharing in Avenue Fund is 10% Performance Fees(whichever is higher).
What is the minimum investment in Avenue Fund ?
The minimum investment in Avenue Fund is ₹50 Lacs
What type of scheme is Avenue Fund?
Avenue Fund is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Avenue Fund?
The inception date of Avenue Fund is Apr 01, 2022.
What is the exit load of Avenue Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories