Long Term Value is a multi asset portfolio management service (PMS) strategy run by Eklavya Capital Advisors, launched on 8 Dec 2016. It manages ₹11.21 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.33% over 1 year, +7.87% over 3 years and +10.36% over 5 years (+9.18% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹11.21 Cr
3-year return
+7.87%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹11.21 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
08/12/2016
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.60%
3 Months
+5.39%
1 Year
+11.33%
3 Years
+7.87%
5 Years
+10.36%
Since Inception
+9.18%
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.
Long Term Value has a 1-year return of +11.33%, a 3-year return of +7.87%, a 5-year return of +10.36% and +9.18% since inception. Past performance is not indicative of future results.
What is the AUM of Long Term Value?
Long Term Value manages ₹11.21 Cr of client assets.
What is the minimum investment for Long Term Value?
The minimum investment for Long Term Value is ₹50 Lakhs.
When was Long Term Value launched?
Long Term Value was launched on 8 Dec 2016. It has a 9-year track record.