Vallum India Discovery Strategy


Key Portfolio Attributes

Inception Date: 24 September 2020

Number of Stocks: 22

Portfolio Manager’s Name: Mr. Manish Bhandari

Portfolio Manager’s Experience: 20+ years

Portfolio Manager’s Qualification: CIIA

Investment Objective

The investment objective of Vallum India Discovery Strategy is to outperform key indices net of fees over 3-5years and generate superior risk-adjusted returns.

Portfolio Strategy

The investment strategy of Vallum India Discovery Strategy is to follow Growth At Reasonable Price (GARP) approach of investment strategy to help investors capitalize on opportunities in Indian Equity market, especially in Mid & Small Cap space.

Investment Philosophy

The investment philosophy of Vallum India Discovery Strategy is to follow a Screen Based Filtration Process for Stock Selection and Analysis of businesses based on Fundamental Principles and Earnings cycle.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Vallum Capital Advisors India Discovery Strategy4.42%20.31%25.10%57.48%24.48%31.32%--33.64%
BSE 500 TRI1.92%17.88%16.20%33.42%16.47%21.89%--27.05%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 13.10
Mid Cap 28.30
Small Cap 54.70
Cash 3.90

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 23.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.