Vallum Capital Advisors Private Limited • Equity
Vallum India Discovery Strategy is an equity portfolio management service (PMS) strategy run by Vallum Capital Advisors Private Limited, launched on 24 Sep 2020. As of 30 Sep 2026, it manages ₹1,305 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +13.13% over 1 year, +10.16% over 3 years and +11.56% over 5 years (+19.95% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.96 percentage points ahead of its benchmark. Its 3-year return ranks 271st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Crore. The strategy is managed by Manish Bhandari, Manish Bhandari.
Ranked nearby on 3-year return: Intrinsic Series (+10.19%), PMS MOPE I (+10.17%), Next Trillion Dollar Opportunity Strategy (+10.10%), AlphaGrep Multi-Factor Quant Portfolio (+10.09%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.30% |
| 3 Months | +7.19% |
| 1 Year | +13.13% |
| 3 Years | +10.16% |
| 5 Years | +11.56% |
| Since Inception | +19.95% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callVallum India Discovery Strategy has a 1-year return of +13.13%, a 3-year return of +10.16%, a 5-year return of +11.56% and +19.95% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Vallum India Discovery Strategy returned +11.56% against +8.91% for the BSE 500 TRI, 2.65 percentage points ahead. Over 3 years it returned +10.16% against +9.20%; Over 1 year it returned +13.13% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Vallum India Discovery Strategy's 3-year return of +10.16% ranks 271st as of 30 Sep 2026.
Vallum India Discovery Strategy is managed by Manish Bhandari, Manish Bhandari at Vallum Capital Advisors. The strategy manages ₹1,305 Cr of client assets as of 30 Sep 2026.
Vallum India Discovery Strategy manages ₹1,305 Cr of client assets as of 30 Sep 2026.
The minimum investment for Vallum India Discovery Strategy is ₹1 Crore.
Vallum India Discovery Strategy was launched on 24 Sep 2020. It has a 6-year track record.
Description
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