Vallum India Discovery Strategy
Vallum India Discovery Strategy is a Equity Portfolio Management Service launched by Vallum Capital Advisors Private Limited on September 2020. Managed by Manish Bhandari, the fund holds ₹1257 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹10000000 lakh, with a NA% fixed fee and NA% performance fee. Trailing returns: -2.16% (1Y), 11.44% CAGR (3Y), 19.46% since inception. Performance data as of July 2026.
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Vallum India Discovery Strategy
Vallum Capital Advisors Private Limited
1,256.83 CR AUM
Vallum India Discovery Strategy
Vallum Capital Advisors Private Limited
1,256.83 CR AUM
BSE 500 TRI
Benchmark
5yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
manish bhandari
Fund Manager
EQUITYStrategies
Manish, Director and Principal Officer of Vallum Capital Advisers Private Limited, has two decades of experience in the Indian Capital Markets and has co- founded Vallum Capital, an investment management and advisory firm in 2010, advising Institutional, Family Offices and HNIs on Equities and Asset Allocations. Prior to founding Vallum, he has workedas a VP & Portfolio Manager (Equities) with ING Management in India for six years. He has featured in the Editorials in Economic Times. He is among the Wizards of Dalal Street, and Next generation promising Investment Manager of India for CNBC. He is a regular contributor to various financial publications in India and abroad.
What is this fund's investment objective?
To generate sustainable returns over medium to long term by making investments which primarily consist of equity and equity linked securities.
How has Vallum India Discovery Strategy performed?
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1M IA return
4.25%
1M benchmark return
1.73%
Alpha
2.52%
1M Wealth multiple
1.04x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
4.25%
1M benchmark return
1.73%
Alpha
2.52%
1M Wealth multiple
1.04x
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