Relative Value Approach
Relative Value Approach is a Equity Portfolio Management Service launched by Laburnum Capital Advisors Private Limited on July 2020. Managed by Pavan Ahluwalia, the fund holds ₹137 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 0.38955% of previous quarter AUM% fixed fee and 8.904% of net increase in value of AUM % performance fee. Trailing returns: 1.22% (1Y), 11.65% CAGR (3Y), 17.76% since inception. Performance data as of July 2026.
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Relative Value Approach
Laburnum Capital Advisors Private Limited
136.86 CR AUM
Relative Value Approach
Laburnum Capital Advisors Private Limited
136.86 CR AUM
BSE 500 TRI
Benchmark
6yr 0mo
Age
EQUITY
Strategy
0.38955% of previous quarter AUM
Fixed Fees
8.904% of net increase in value of AUM
Variable Fees
1st year: 3%
2nd year: 2%
3rd year: 1%
Exit Load
BSE 500 TRI
Benchmark
6yr 0mo
Age
EQUITY
Strategy
0.38955% of previous quarter AUM
Fixed Fees
8.904% of net increase in value of AUM
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 relative returns
How has Relative Value Approach performed?
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1M IA return
-0.31%
1M benchmark return
-0.17%
Alpha
-0.14%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-0.31%
1M benchmark return
-0.17%
Alpha
-0.14%
1M Wealth multiple
1.00x
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