- Manager
- Vallum Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Vallum India Discovery Strategy
+13.13%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Vallum Capital Advisors’ Vallum India Discovery Strategy returned 13.13% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,305 crore across its clients.
Key numbers
- AUM
- ₹1,305 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.30% | −5.57% | +3.27% |
| 3 months | +7.19% | −3.59% | +10.78% |
| 6 months | +34.53% | +8.07% | +26.46% |
| 1 year | +13.13% | −2.33% | +15.46% |
| 2 years | −4.09% | −3.93% | −0.16% |
| 3 years | +10.16% | +9.20% | +0.96% |
| 4 years | +16.07% | +11.22% | +4.85% |
| 5 years | +11.56% | +8.91% | +2.65% |
| Since inception | +19.95% | +16.74% | +3.21% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.59%₹1,286 Cr
- Cash and other1.05%₹13.64 Cr
- Unlisted equity0.36%₹4.76 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.37 Cr
- Outflow, Sep 2026
- ₹13.58 Cr
- Net, Sep 2026
- −₹4.21 Cr
- Net, FY to date
- −₹118 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Vallum India Discovery Strategy returned?
13.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.30%; 3 months: 7.19%; 6 months: 34.53%; 1 year: 13.13%; 2 years: −4.09%; 3 years: 10.16%; 4 years: 16.07%; 5 years: 11.56%; Since inception: 19.95%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 15.46 percentage points ahead.
How much does Vallum India Discovery Strategy manage?
₹1,305 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Vallum India Discovery Strategy?
Vallum Capital Advisors, a SEBI-registered portfolio manager (INP000007650), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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