Special 
| Category | SMALL AND MID CAP | ||
|---|---|---|---|
| AUM (₹ cr) | 1349.89 | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.25% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 15% Profit Sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 4 years, 5 months |
 Manish Bhandari | |||
| 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. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0.50% if redeemed in >1-2 years, 0% thereafter. |
Copyright©2025 Living Media India Limited. For reprint rights: Syndications Today
