Fundamental-Based / Value-Oriented Approach
Fundamental-Based / Value-Oriented Approach is a Equity Portfolio Management Service launched by Laburnum Capital Advisors Private Limited on March 2010. Managed by Pavan Ahluwalia, the fund holds ₹261 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 0.375% of previous quarter AUM% fixed fee and 15% of profits for the year% performance fee. Trailing returns: 3.74% (1Y), 10.77% CAGR (3Y), 12.76% since inception. Performance data as of July 2026.
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Fundamental-Based / Value-Oriented Approach
Laburnum Capital Advisors Private Limited
260.62 CR AUM
Fundamental-Based / Value-Oriented Approach
Laburnum Capital Advisors Private Limited
260.62 CR AUM
BSE 500 TRI
Benchmark
16yr 3mo
Age
EQUITY
Strategy
0.375% of previous quarter AUM
Fixed Fees
15% of profits for the year
Variable Fees
1st year: 3%
2nd Year: 2%
3rd year: 1%
Exit Load
BSE 500 TRI
Benchmark
16yr 3mo
Age
EQUITY
Strategy
0.375% of previous quarter AUM
Fixed Fees
15% of profits for the year
Variable Fees
1st year: 3%
2nd Year: 2%
3rd year: 1%
Exit Load
pavan ahluwalia
Fund Manager
EQUITYStrategies
What is this fund's investment objective?
The IA employs a value-oriented, fundamentals-based investment philosophy that seeks to generate superior long-term absolute returns
How has Fundamental-Based / Value-Oriented Approach performed?
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1M IA return
0.39%
1M benchmark return
-0.17%
Alpha
0.56%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
0.39%
1M benchmark return
-0.17%
Alpha
0.56%
1M Wealth multiple
1.00x
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