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Relative value SWF

Relative value SWF is a Equity Portfolio Management Service launched by Laburnum Capital Advisors Private Limited on June 2024. Managed by Pavan Ahluwalia, the fund holds ₹5402 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Higher of $2,00,000 or 0.08% of average month end value for the quarter% fixed fee and 15% of value created since inception multiplied by payout ratio less all the fee paid since inception% performance fee. Trailing returns: 2.74% (1Y), 4.86% since inception. Performance data as of July 2026.

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Relative value SWF

Laburnum Capital Advisors Private Limited

5,401.92 CR AUM

Relative value SWF

Relative value SWF

Laburnum Capital Advisors Private Limited

5,401.92 CR AUM

BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
Higher of $2,00,000 or 0.08% of average month end value for the quarter
Fixed Fees
15% of value created since inception multiplied by payout ratio less all the fee paid since inception
Variable Fees
None
Exit Load
BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
Higher of $2,00,000 or 0.08% of average month end value for the quarter
Fixed Fees
15% of value created since inception multiplied by payout ratio less all the fee paid since inception
Variable Fees
None
Exit Load
Fund manager

pavan ahluwalia

Fund Manager
EQUITYStrategies

What is this fund's investment objective?

The IA employs a value oriented, fundamental based investment philosophy that seeks to generate superior long-term relative returns

How has Relative value SWF performed?

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1M IA return
-1.18%
1M benchmark return
-0.17%
Alpha
-1.01%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
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1M IA return
-1.18%
1M benchmark return
-0.17%
Alpha
-1.01%
1M Wealth multiple
0.99x

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