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.

Avenue Fund

Wallfort PMS and Advisory Services LLP
Small AND Mid Cap

4
Out of 44*
Compare
Share

Portfolio age4 years, 4 months

6.98%

1.73%

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

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Kaushal Kedia

Manager Rank4 Out of 44
i
Rank is based on 3-year return
Schemes Managed1
Total AUM160.31
Highest Return In 1 Yr31.43%

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

1m 3m 6m 1y 3y 5y

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Avenue Fund

AUM (₹ Cr)

₹160.31 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

160.31

(As on Jul, 2026)

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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.