Overview

  • Consistently deliver net-of-fees returns that outperform the S&P BSE 500 TRI benchmark, while maintaining lower risk.
  • Curate funds using quantitative filters & qualitative manager review.
  • Actively adjust allocations based on market cycles & macro trends.
  • Maintain low overlap & correlation to reduce risk.
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Process

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Performance

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Returns shown are for Valtrust Equity Funds, a curated selection of Indian equity mutual funds.
Calyx India Equity Funds will replicate the model portfolio of Valtrust Equity Funds.
Data period: 31 March 2023 – 30 November 2025. Returns are in INR.
Source: Kotak Mahindra Bank – Fund Accounting.