Laburnum Capital Advisors Private Limited • Equity
Relative Value Approach is an equity portfolio management service (PMS) strategy run by Laburnum Capital Advisors Private Limited, launched on 1 Jul 2020. As of 30 Sep 2026, it manages ₹120 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.59% over 1 year, +9.20% over 3 years and +9.52% over 5 years (+17.35% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is level with its benchmark. Its 3-year return ranks 304th 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: Fundamental-Based / Value-Oriented Approach (+9.35%), Value for Growth (+9.21%), Motilal Oswal Multifactor Equity Strategy (+9.16%), HSBC India Next Portfolio (+9.13%).
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 | -2.51% |
| 3 Months | -1.87% |
| 1 Year | +2.59% |
| 3 Years | +9.20% |
| 5 Years | +9.52% |
| Since Inception | +17.35% |
| management fee | Fixed Fees: 0.38955% of previous quarter AUM |
| performance fee | Variable Fees: 8.904% of net increase in value of AUM |
| 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 callRelative Value Approach has a 1-year return of +2.59%, a 3-year return of +9.20%, a 5-year return of +9.52% and +17.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Relative Value Approach returned +9.52% against +8.91% for the BSE 500 TRI, 0.61 percentage points ahead. Over 3 years it returned +9.20% against +9.20%; Over 1 year it returned +2.59% 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, Relative Value Approach's 3-year return of +9.20% ranks 304th as of 30 Sep 2026.
Relative Value Approach is managed by Pavan Ahluwalia at Laburnum Capital Advisors. The strategy manages ₹120 Cr of client assets as of 30 Sep 2026.
Relative Value Approach manages ₹120 Cr of client assets as of 30 Sep 2026.
The fee structure for Relative Value Approach includes: management fee: Fixed Fees: 0.38955% of previous quarter AUM; performance fee: Variable Fees: 8.904% of net increase in value of AUM; exit load: 1st year: 3% 2nd year: 2% 3rd year: 1%.
The minimum investment for Relative Value Approach is ₹50 Lakhs.
Relative Value Approach was launched on 1 Jul 2020. It has a 6-year track record.
Description
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