Vallum India Discovery Fund
Fund Snapshot
| Year of Inception | 2011 |
| Number of Stocks | 20 |
| Investment Horizon | Long term |
Investment Philosophy
- Vallum India Discovery portfolio aims to be cautious and engage in excellent opportunities with a margin of protection.
- The investment team of master portfolio- Vallum India Discovery places utmost emphasis on the long-term wealth formation and capital preservation goal.
- With their ‘Growth At Fair Price’ investment style, Vallum India Discovery Master Portfolio plans to produce superior risk-adjusted returns.
- This portfolio generally investments in companies with underutilised capacities and creative business models that result in increased market share and profit margins.
Unique Feature
A midcap-focussed portfolio of specialised financial services companies
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Vallum India Discovery Strategy
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Vallum Capital Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1246.45 | 1.33 | 9.29 | 16.23 | 2.71 | -3.81 | 10.14 | 15.12 | 11.60 | 19.42 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | 11.89 | 13.25 | 12.35 | 18.44 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Manish Bhandari
Manish Bhandari is the Founder, CEO, and Portfolio Manager of Vallum Capital Advisors, a SEBI-registered boutique investment firm established in 2010. With decades of experience in the Indian capital markets, he is recognized for his disciplined, research-driven approach to value investing. Bhandari leads the firm’s flagship India Discovery Strategy, focusing on high-quality businesses with sustainable growth and reasonable valuations. His investment philosophy, centered on the 3V framework (Value, Viability, and Variables), prioritizes long-term capital compounding over market trends. A respected voice in finance, he frequently shares insights on global macro trends and value investing across major financial media platforms.
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