Laburnum Capital Advisors Private Limited • Equity
Relative value SWF is an equity portfolio management service (PMS) strategy run by Laburnum Capital Advisors Private Limited, launched on 14 Jun 2024. As of 30 Sep 2026, it manages ₹5,587 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.86% over 1 year (+5.66% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 3.19 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Pavan Ahluwalia.
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 | -2.34% |
| 3 Months | -1.60% |
| 1 Year | +0.86% |
| Since Inception | +5.66% |
| management fee | Fixed Fees: Higher of $2,00,000 or 0.08% of average month end value for the quarter |
| performance fee | Variable Fees: 15% of value created since inception multiplied by payout ratio less all the fee paid since inception |
| exit load | None |
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 SWF has a 1-year return of +0.86% and +5.66% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Relative value SWF returned +0.86% against -2.33% for the BSE 500 TRI, 3.19 percentage points ahead. Figures as of 30 Sep 2026.
Relative value SWF is managed by Pavan Ahluwalia at Laburnum Capital Advisors. The strategy manages ₹5,587 Cr of client assets as of 30 Sep 2026.
Relative value SWF manages ₹5,587 Cr of client assets as of 30 Sep 2026.
The fee structure for Relative value SWF includes: management fee: Fixed Fees: Higher of $2,00,000 or 0.08% of average month end value for the quarter; performance fee: Variable Fees: 15% of value created since inception multiplied by payout ratio less all the fee paid since inception; exit load: None.
The minimum investment for Relative value SWF is ₹50 Lakhs.
Relative value SWF was launched on 14 Jun 2024. It has a 2-year track record.
Description
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