WILLOW LONG TERM VALUE STRATEGY
WILLOW LONG TERM VALUE STRATEGY is a Equity Portfolio Management Service launched by Willow Advisors Llp on February 2020. Managed by RUSTAM KUMANA, the fund holds ₹295 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC charge: 0.5%% fixed fee and AMC - 10% OF PROFITS% performance fee. Trailing returns: -4.76% (1Y), 5.96% CAGR (3Y), 8.48% since inception. Performance data as of July 2026.
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WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
295.07 CR AUM
WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
295.07 CR AUM
Nifty 50 TRI
Benchmark
6yr 5mo
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 5mo
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
What is this fund's investment objective?
TO ACHIEVE HIGHER RISK ADJUSTED RETURNS BY FOCUSSING ON LONG TERM INVESTING AND REDUCING UNNECESSARY TRANSACTION COSTS, THEREBY BENEFITTING THE CLIENT PORTFOLIO
How has WILLOW LONG TERM VALUE STRATEGY performed?
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1M IA return
0.07%
1M benchmark return
1.67%
Alpha
-1.60%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
0.07%
1M benchmark return
1.67%
Alpha
-1.60%
1M Wealth multiple
1.00x
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