Portfolio Management Services (PMS)Compare Schemes
Vallum India Discovery vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Vallum India Discovery
Vallum Multi Activa Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.27%
1.82%
6 Months
25.28%
3.61%
1 Year
14.17%
28.29%
3 Years
11.84%
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5 Years
13.19%
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Since Inception
20.72%
23.99%
Fund Age
5 yrs 11 mo
19 mo
AUM
₹1,246.45 Cr
₹14.97 Cr
Alpha – 1 Year
9.45%
20.75%
Alpha – 3 Years
−0.25%
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Information Ratio – 3 Years
0.04
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Volatility – 1 Year
23.38%
13.84%
Volatility – 3 Years
20.74%
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Beta – 1 Year
1.12
0.77
Beta – 3 Years
1.17
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Sharpe Ratio – 1 Year
0.45
1.50
Sharpe Ratio – 3 Years
0.42
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Worst Rolling Year
8.63%
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Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−32.42%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.18%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.25% / yr
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Performance Fee / Plan
15% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
1% / 0.5% / 0%
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