India Contra Equity Fund

Wallfort PMS and Advisory Services LLP
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 January 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹31.46
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment philosophy is systematically outlined below, detailing the five fundamental pillars that underpin our portfolio construction process: Growth potential, Quality of assets, Valuation metrics, Risk management, and Behavioral considerations.

Investment Objective

Wallfort PMS and Advisory Services LLP aims to offer clients a strategic framework designed for the safeguarding and appreciation of their invested capital.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.05% -0.24% -2.81%
3 MONTHS 0.73% 5.02% -4.29%
6 MONTHS -6.57% 1.63% -8.20%
1 YEAR -1.07% 7.63% -8.70%
SINCE INCEPTION 23.78% 12.35% 11.43%

Calendar Year Performance

Year Return
CY 2025 -1.07%

Financial Year Performance

Year Return
FY 26_YTD 13.29%
FY 25 22.62%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Vijay Bharadia

Fund Manager

Mr. Vijay Bharadia brings over twenty years of extensive experience in the financial services sector, demonstrating proficiency in investment management and client engagement. His career commenced in 1997 at Wallfort Financial Services Ltd. Under the guidance of Mr. Manoj Bharadia, he gained in-depth knowledge of financial markets. While managing proprietary funds within the family office, Mr. Bharadia developed expertise in navigating micro-cap investments, leveraging his acute understanding of businesses and valuation methodologies to optimize the family’s portfolio performance. Subsequently, Mr. Bharadia assumed the position of Head of the Institutional Desk at Wallfort Financial. In this role, he was responsible for cultivating and managing relationships with a broad spectrum of over 100 institutional clients, including banks, mutual funds, and Foreign Portfolio Investors (FPIs). His strategic initiatives significantly strengthened the firm's institutional standing and fostered enduring client partnerships. A key aspect of his development, as nurtured by Mr. Ashok Bharadia, has been his focus on relationship management. Drawing upon his comprehensive experience across various divisions at Wallfort Financial, Mr. Bharadia established and now leads the Portfolio Management Services (PMS) division. He contributes substantial expertise and a progressive outlook to this segment. His leadership is crucial for the firm's sustained growth, and his direct involvement ensures superior service delivery to significant clients. Mr. Bharadia is also acknowledged for his commitment to high standards and adherence to ethical principles. His persistent dedication to client success and ongoing innovation positions him as a respected authority and leader within the financial services industry.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 11 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 10% Performance Fees(whichever is higher)

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)