Laburnum Capital Advisors Private Limited • Equity
Fundamental-Based / Value-Oriented Approach is an equity portfolio management service (PMS) strategy run by Laburnum Capital Advisors Private Limited, launched on 22 Mar 2010. As of 30 Sep 2026, it manages ₹267 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.94% over 1 year, +9.35% over 3 years and +8.73% over 5 years (+12.86% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.15 percentage points ahead of its benchmark. Its 3-year return ranks 301st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Pavan Ahluwalia.
Ranked nearby on 3-year return: Multicap Strategy (+9.42%), 360 ONE Multicap Advantage PMS (+9.35%), Value for Growth (+9.21%), Relative Value Approach (+9.20%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.53% |
| 3 Months | -0.37% |
| 1 Year | +6.94% |
| 3 Years | +9.35% |
| 5 Years | +8.73% |
| Since Inception | +12.86% |
| management fee | Fixed Fees: 0.375% of previous quarter AUM |
| performance fee | Variable Fees: 15% of profits for the year |
| exit load | 1st year: 3% 2nd Year: 2% 3rd year: 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callFundamental-Based / Value-Oriented Approach has a 1-year return of +6.94%, a 3-year return of +9.35%, a 5-year return of +8.73% and +12.86% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Fundamental-Based / Value-Oriented Approach returned +8.73% against +8.91% for the BSE 500 TRI, 0.18 percentage points behind. Over 3 years it returned +9.35% against +9.20%; Over 1 year it returned +6.94% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Fundamental-Based / Value-Oriented Approach's 3-year return of +9.35% ranks 301st as of 30 Sep 2026.
Fundamental-Based / Value-Oriented Approach is managed by Pavan Ahluwalia at Laburnum Capital Advisors. The strategy manages ₹267 Cr of client assets as of 30 Sep 2026.
Fundamental-Based / Value-Oriented Approach manages ₹267 Cr of client assets as of 30 Sep 2026.
The fee structure for Fundamental-Based / Value-Oriented Approach includes: management fee: Fixed Fees: 0.375% of previous quarter AUM; performance fee: Variable Fees: 15% of profits for the year; exit load: 1st year: 3% 2nd Year: 2% 3rd year: 1%.
The minimum investment for Fundamental-Based / Value-Oriented Approach is ₹50 Lakhs.
Fundamental-Based / Value-Oriented Approach was launched on 22 Mar 2010. It has a 16-year track record.
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