- Manager
- Vallum Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Vallum JAN Principles Approach
+17.50%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Vallum Capital Advisors’ Vallum JAN Principles Approach returned 17.50% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2.93 crore across its clients.
Key numbers
- AUM
- ₹2.93 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.19% | −5.57% | +4.38% |
| 3 months | +9.64% | −3.59% | +13.23% |
| 6 months | +33.97% | +8.07% | +25.90% |
| 1 year | +17.50% | −2.33% | +19.83% |
| Since inception | +17.50% | −2.33% | +19.83% |
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 equity98.98%₹2.90 Cr
- Cash and other1.02%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 1.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Vallum JAN Principles Approach returned?
17.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.19%; 3 months: 9.64%; 6 months: 33.97%; 1 year: 17.50%; Since inception: 17.50%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 19.83 percentage points ahead.
How much does Vallum JAN Principles Approach manage?
₹2.93 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 JAN Principles Approach?
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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