Willow Advisors Llp • Equity
Willow Long Term Value Strategy is an equity portfolio management service (PMS) strategy run by Willow Advisors Llp, launched on 3 Feb 2020. As of 30 Sep 2026, it manages ₹280 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -2.43% over 1 year, +5.44% over 3 years and +4.18% over 5 years (+7.94% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.62 percentage points behind of its benchmark. Its 3-year return ranks 163rd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by RUSTAM KUMANA.
Ranked nearby on 3-year return: Growth at Reasonable Price (+5.54%), Narnolia Multi Cap Fund (+5.46%), Tamohara India Opportunities Strategy (+5.41%), SMC-Moderate (+5.36%).
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 | -5.13% |
| 3 Months | -1.25% |
| 1 Year | -2.43% |
| 3 Years | +5.44% |
| 5 Years | +4.18% |
| Since Inception | +7.94% |
| management fee | Fixed Fees: AMC charge: 0.5% |
| performance fee | Variable Fees: AMC - 10% OF PROFITS |
| exit load | 1ST YEAR - 1% 2ND YEAR - 1% 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 callWillow Long Term Value Strategy has a 1-year return of -2.43%, a 3-year return of +5.44%, a 5-year return of +4.18% and +7.94% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Willow Long Term Value Strategy returned +4.18% against +6.38% for the Nifty 50 TRI, 2.20 percentage points behind. Over 3 years it returned +5.44% against +6.06%; Over 1 year it returned -2.43% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Willow Long Term Value Strategy's 3-year return of +5.44% ranks 163rd as of 30 Sep 2026.
Willow Long Term Value Strategy is managed by RUSTAM KUMANA at Willow Advisors. The strategy manages ₹280 Cr of client assets as of 30 Sep 2026.
Willow Long Term Value Strategy manages ₹280 Cr of client assets as of 30 Sep 2026.
The fee structure for Willow Long Term Value Strategy includes: management fee: Fixed Fees: AMC charge: 0.5%; performance fee: Variable Fees: AMC - 10% OF PROFITS; exit load: 1ST YEAR - 1% 2ND YEAR - 1% 3RD YEAR - 1%.
The minimum investment for Willow Long Term Value Strategy is ₹50 Lakhs.
Willow Long Term Value Strategy was launched on 3 Feb 2020. It has a 6-year track record.
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