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.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Vallum Capital Advisors India Discovery Strategy | Mid & Small Cap | Manish Bhandari | 24 September 2020 | 3Y 0M | BSE 500 TRI | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.55% | 7.31% | 65.71% | 15.86% | 0.84 | 13.54% | 2.50 | 8.05% | 0.88 | 60.00 % |
| Nifty 500 | 6.63% | 8.1% | 14.73% | 0.81 | 6.31% | 0.81 | 60.00 % | |||
| Nifty Midcap 100 | -5.03% | 7.32% | 2.29% | 0.72 | -2.92% | -0.35 | 40.00 % | |||
| Nifty Smallcap 100 | -1.59% | 10.73% | 9.14% | 0.68 | 1.76% | 0.16 | 42.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 23.
