Vallum India Discovery

Vallum Capital Advisor Pvt Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
24 September 2020
Min. Investment
₹50,00,000
AUM (Cr.)
₹1325.10
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Vallum India Discovery Strategy (VIDS), based on Growth At Reasonable Price (GARP) approach of investment strategy, by Vallum Capital, to help investors capitalize on opportunities in Indian Equity market, especially in Mid & Small Cap space.

Investment Objective

Portfolio aims at generating wealth via long term risk adjusted returns. Identifying investment opportunities with strong leaderships or unique business moats at a reasonable valuation. Using Growth At Resonable Price ( GARP) philosophy.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.10% -0.24% -1.86%
3 MONTHS -1.09% 5.02% -6.11%
6 MONTHS -8.31% 1.63% -9.94%
1 YEAR -9.80% 7.63% -17.43%
2 YEAR 1.52% 11.64% -10.12%
3 YEAR 15.22% 16.40% -1.18%
5 YEAR 17.34% 16.82% 0.52%
SINCE INCEPTION 19.99% 20.99% -1.00%

Calendar Year Performance

Year Return
CY 2025 -9.80%
CY 2024 14.27%
CY 2023 48.31%

Financial Year Performance

Year Return
FY 26_YTD 9.49%
FY 25 -3.32%
FY 24 45.70%

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

Fund Managers

Manish Bhandari

Fund Manager

Manish Bhandari is the CEO and Portfolio Manager at Vallum Capital Advisors, a SEBI-registered Portfolio Manager based in Mumbai, India. He founded the firm in 2010 and brings over two and a half decades of experience in the Indian capital markets. Vallum specializes in investment management for institutional investors, family offices, and high-net-worth individuals (HNIs). He serves as the Director and Principal Officer of Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager. He was recently elected as a Director on the Board of Association of Portfolio Managers in India (APMI), a Trade Body for Portfolio Managers registered with the Securities & Exchange Board of India (SEBI). Prior to establishing Vallum Capital, Manish spent six years as a Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition, with his write-up in the Editorials of Economic Times and he was a regular contributor to Nikkei Business, Japan under heading “Charm of India”. He is renowned as one of the accomplished figures on Dalal Street, known as the Wizards of Dalal Street. Additionally, CNBC has acknowledged him as a promising next-generation Investment Manager in India. . He is frequently invited to speak on economic and investment topics and has appeared on media platforms such as CNBC and ET NOW. His writings and newsletters reflect his deep understanding of capital markets and investor behavior. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the 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
No Option
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
27899.10
portfolio age
5 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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