Vallum Multi Activa Strategy PMS: Returns, Portfolio & Fees

PMS · Multi Asset · Multi Asset

Vallum Multi Activa Strategy

Fund size₹15 Cr

IRRSince inception23.99%

1Y return28.29%

Fund age19 mo

Fund Manager

Manish Bhandari

Fund Manager, PMS, Vallum

"Manish, Director and Principal Officer of Vallum Capital Advisers Private Limited, has two decades of experience in the Indian Capital Markets and has co- founded Vallum Capital, an investment management and advisory firm in 2010, advising Institutional, Family Offices and HNIs on Equities and Asset Allocations. Prior to founding Vallum, he has workedas a VP & Portfolio Manager (Equities) with ING Management in India for six years. He has featured in the Editorials in Economic Times. He is among the Wizards of Dalal Street, and Next generation promising Investment Manager of India for CNBC. He is a regular contributor to various financial publications in India and abroad."

Managing AUM₹1,261 Cr

Growth of₹Cr

Vallum Multi Activa

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Vallum Multi Activa	13.33%	28.29%	—	—	—	23.99%
Nifty 500	−1.02%	7.54%	—	—	—	7.14%
Excess over benchmark	14.35%	20.75%	—	—	—	16.85%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

13.84%

Benchmark approx 7.19%

A standard deviation reflecting historical swings.

Sensitivity

0.77

Beta vs benchmark 1.00 · 23% less reactive

How strongly the scheme moves with the index.

Risk-reward

1.50

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −7.02%, and recovered on 06 May 2026.

Max drawdowns

−7.02%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−7.02%	–	06 May 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−7.02%

Fell over–

Recovered06 May 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.