Vallum Capital Advisors PMS strategies
Vallum Capital Advisors runs 3 portfolio management strategies listed with APMI, managing ₹1,314 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Vallum India Discovery Strategy | Equity | Manish Bhandari | ₹1,305 Cr | +10.16% | +0.96 pts | — | ₹1 Crore | Sep 2026 |
| Vallum India Multi-Activa Strategy | Multi Asset | — | ₹6.27 Cr | — | — | — | ₹1 Crore | — |
| Vallum JAN Principles Approach | Equity | Manish Bhandari | ₹2.93 Cr | — | — | — | ₹1 Crore | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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