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 | 4Y 5M | 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 | 13.67% | -10.71% | 64.15% | 2.96% | 0.81 | 17.08% | 0.62 | 8.96% | 0.90 | 62.26 % |
| Nifty 500 | 9.04% | -11.47% | -2.43% | 0.84 | 5.27% | 0.62 | 62.26 % | |||
| Nifty Midcap 100 | 0.64% | -7.8% | -7.16% | 0.80 | -4.57% | -0.53 | 39.62 % | |||
| Nifty Smallcap 100 | -1.23% | -7.26% | -8.49% | 0.87 | -4.25% | -0.42 | 39.62 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Jan 2025. 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 24.
