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Vallum Capital Advisors Private Ltd
Vallum Capital Advisors Private Ltd

Vallum Capital Advisors Private Ltd

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AUM ₹ 1,349.89 Cr (As on Feb, 2025)
No. of schemes 1
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About Vallum Capital Advisors Private Ltd

Vallum Capital Advisors Private Ltd manages assets worth Rs 1349.89 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

Portfolio MANAGERS

Manish Bhandari
Manish Bhandari
  • Schemes managed 1
  • Total AUM ₹1,349.89 Cr
  • Highest return in 1 year -9.43 %
Profile

Manish Bhandari 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). With more than two decades of experience in the Indian Capital Markets, he founded Vallum Capital Advisors in 2010. The firm specializes in investment management and advisory services, catering to Institutional Investors, Family Offices, and High Net Worth Individuals (HNIs). Manish's expertise lies in providing guidance on Equities and Asset Allocations. 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 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. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the industry.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Vallum Capital - Vallum India Discovery
AUM (₹ Cr)
1349.89
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
27 Out of 43
Fixed Fee
No Option
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Vallum Capital - Vallum India Discovery
27Out of 1
-12.31%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,349.89
10%
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Vallum Capital Advisors Private Ltd ?
The total AUM managed by Vallum Capital Advisors Private Ltd is ₹1349.89 crores
What is the total number of schemes managed by Vallum Capital Advisors Private Ltd ?
The total number of schemes managed by Vallum Capital Advisors Private Ltd is 1
What is the best performing PMS scheme of Vallum Capital Advisors Private Ltd in 1 year ?
The best performing PMS scheme of Vallum Capital Advisors Private Ltd in 1 year is Vallum Capital - Vallum India Discovery.
What is the best performing PMS scheme of Vallum Capital Advisors Private Ltd in 3 years?
The best performing PMS scheme of Vallum Capital Advisors Private Ltd in 3 years is Vallum Capital - Vallum India Discovery
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