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The Vallum India Discovery Strategy (VIDS), built on a Growth at Reasonable Price (GARP) approach, aims to help investors capture opportunities in the Indian equity market, with a strong focus on the mid- and small-cap space.
Manish Bhandari is the Founder, CEO, and Portfolio Manager of Vallum Capital Advisors, a Mumbai-based investment managem... Manish Bhandari is the Founder, CEO, and Portfolio Manager of Vallum Capital Advisors, a Mumbai-based investment management firm he established in 2010. With over 25 years of experience in Indian capital markets, he specializes in equity investments, asset allocation, and long-term wealth creation for family offices and HNIs. Recognized as one of the “Wizards of Dalal Street”, Manish brings a disciplined, research-driven approach to uncovering high-potential opportunities through Vallum’s flagship India Discovery Strategy. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.45% | 0.45% | 0% |
| 3 Months | -8.51% | -3.13% | -5.38% |
| 6 Months | -8.87% | 3.24% | -12.11% |
| 1 Year | 5.14% | 17.3% | -12.16% |
| 2 Year | -2.42% | 8.09% | -10.51% |
| 3 Year | 12.03% | 17.66% | -5.63% |
| 5 Year | 14.11% | 14.78% | -0.67% |
| Since Inception | 17.86% | 19.66% | -1.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.96% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.62% | 0% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.58% | -12.31% | 4.33% | 4.29% | 9.85% | 2.68% | -3.47% | -2.61% | -1.4% | 3.47% | -2.36% | -2.1% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -5.15% | -4.57% | -2.99% | 1.11% | 6.31% | -1% | -0.76% | -0.86% | -2.64% | -0.8% | -3.32% | -1.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.1% | -1.57% | 9.45% | 3.68% | 2.16% | 4.14% | -7.21% | -2.78% | -1.16% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.66% | -2.4% | 2.4% | -0.76% | 1.2% | 2.05% | -0.76% | -2.84% | 0.34% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1206.9 | 1199.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1532.2 | 1348.9 | 1402.5 | 1414.2 | 1543.6 | 1583.3 | 1514.3 | 1473.3 | 1413.1 | 1434.8 | 1385.1 | 1325.1 |
| 2024 | -- | -- | -- | 1505.5 | 1520 | 1688 | 1731.6 | 1772.5 | 1841.4 | 1735.5 | 1698.9 | 1664.2 |
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