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WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
260.54 CR AUM
WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
260.54 CR AUM
Nifty 50 TRI
Benchmark
6yr 2mo
Age
EQUITY
Strategy
AMC charge: 0.5%
Fixed Fees
AMC - 10% OF PROFITS
Variable Fees
1ST YEAR - 1%
2ND YEAR - 1%
3RD YEAR - 1%
Exit Load
Nifty 50 TRI
Benchmark
6yr 2mo
Age
EQUITY
Strategy
AMC charge: 0.5%
Fixed Fees
AMC - 10% OF PROFITS
Variable Fees
1ST YEAR - 1%
2ND YEAR - 1%
3RD YEAR - 1%
Exit Load
rustam kumana
Fund Manager
EQUITYStrategies
Purpose
TO ACHIEVE HIGHER RISK ADJUSTED RETURNS BY FOCUSSING ON LONG TERM INVESTING AND REDUCING UNNECESSARY TRANSACTION COSTS, THEREBY BENEFITTING THE CLIENT PORTFOLIO
Investment Approach v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
-12.01%
1M benchmark return
-11.30%
Alpha
-0.71%
1M Wealth multiple
0.88x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
-12.01%
1M benchmark return
-11.30%
Alpha
-0.71%
1M Wealth multiple
0.88x
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