- Manager
- Vallum Capital Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Vallum India Multi-Activa Strategy
+15.78%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Vallum Capital Advisors’ Vallum India Multi-Activa Strategy returned 15.78% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹15.04 crore across its clients.
Key numbers
- AUM
- ₹15.04 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 2.78×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −4.49% | −2.65% | −1.84% |
| 3 months | −1.60% | −0.75% | −0.85% |
| 6 months | +5.03% | +6.55% | −1.52% |
| 1 year | +15.78% | +3.12% | +12.66% |
| Since inception | +19.55% | +5.16% | +14.39% |
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
- Mutual funds94.61%₹14.23 Cr
- Cash and other5.39%₹0.81 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹11.05 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 2.78×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Vallum India Multi-Activa Strategy returned?
15.78% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.49%; 3 months: −1.60%; 6 months: 5.03%; 1 year: 15.78%; Since inception: 19.55%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 12.66 percentage points ahead.
How much does Vallum India Multi-Activa Strategy manage?
₹15.04 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 Multi-Activa 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app