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Avenue Fund
Avenue Fund

Avenue Fund

  • Wallfort PMS and Advisory Services LLP
  • Small AND Mid Cap
  • 5
    Out of 35*
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Portfolio age3 years, 8 months
1.69%
0.96%
Hurdle Rate**0.00%
Fixed fee2.00%
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 30/11/2025)
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 Rank5 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM134.2
  • Highest Return In 1 Yr9.21%
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
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Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
134.20
(As on Nov, 2025)
Inception Date
Apr 01, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
10% Performance Fees(whichever is higher)
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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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 53
Fixed Fee
No Option
Scheme Return
3.44%
Benchmark Return
1.92%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
1.92%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹551.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
0.96%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 53
Fixed Fee
2.50%
Scheme Return
1.12%
Benchmark Return
0.96%
*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 765.23 crores. Its current offering of PMS schemes includes 6 Small And Mid Cap schemes.

AUM (₹ cr)

765.23 (As on Nov, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
Focus Fund
AUM (₹ Cr)
₹18.77 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
20 Out of 53
Fixed Fee
2.00%
Scheme Return
-0.23%
Benchmark Return
0.96%
India Contra Equity Fund
AUM (₹ Cr)
₹32.73 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
25 Out of 53
Fixed Fee
2.00%
Scheme Return
-0.93%
Benchmark Return
0.96%
Diversified Fund
AUM (₹ Cr)
₹398.64 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
42 Out of 53
Fixed Fee
2.00%
Scheme Return
-3.29%
Benchmark Return
0.96%
Kosh Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
46 Out of 53
Fixed Fee
2.00%
Scheme Return
-4.28%
Benchmark Return
0.96%
Ameya Fund
AUM (₹ Cr)
₹104.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
52 Out of 53
Fixed Fee
2.00%
Scheme Return
-6.83%
Benchmark Return
0.96%
*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 2.00%.
What is the variable fee charged in Avenue Fund ?
There is no option for Variable fee.
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 Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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