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Vallum Capital - Vallum India Discovery
Vallum Capital - Vallum India Discovery

Vallum Capital - Vallum India Discovery

  • Vallum Capital Advisors Private Ltd
  • Small AND Mid Cap
  • 17
    Out of 26*
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PMS Bazaar
Portfolio age5 years, 2 months
3.47%
4.27%
Hurdle Rate**10%
Fixed feeNo Option
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Manish Bhandari
  • Manager Rank24 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1434.8
  • Highest Return In 1 Yr-9.32%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹1,434.80 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
27 Out of 53
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,434.80 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
27 Out of 53
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Vallum Capital Advisors Private Ltd
Vallum Capital Advisors Private Ltd manages assets worth Rs 1437.53 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

1,437.53 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,434.80 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
27 Out of 53
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Vallum Capital - Vallum India Discovery?
The hurdle rate of Vallum Capital - Vallum India Discovery is 10%.
What is the fixed fee charged in Vallum Capital - Vallum India Discovery ?
The fixed fee charged in Vallum Capital - Vallum India Discovery is No Option.
What is the variable fee charged in Vallum Capital - Vallum India Discovery ?
The variable fee charged in Vallum Capital - Vallum India Discovery is 1.25%.
What is the profit sharing in Vallum Capital - Vallum India Discovery ?
The profit sharing in Vallum Capital - Vallum India Discovery is 15% Profit Sharing above 10% Hurdle.
What is the minimum investment in Vallum Capital - Vallum India Discovery ?
The minimum investment in Vallum Capital - Vallum India Discovery is ₹50 Lacs
What type of scheme is Vallum Capital - Vallum India Discovery?
Vallum Capital - Vallum India Discovery is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Vallum Capital - Vallum India Discovery?
The inception date of Vallum Capital - Vallum India Discovery is Sep 24, 2020.
What is the exit load of Vallum Capital - Vallum India Discovery?
Exit load is 0%