- Manager
- Laburnum Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
FundamentalBasedValueOrientedApproach
+6.94%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Laburnum Capital Advisors’ FundamentalBasedValueOrientedApproach returned 6.94% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹267 crore across its clients.
Key numbers
- AUM
- ₹267 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −1.53% | −5.57% | +4.04% |
| 3 months | −0.37% | −3.59% | +3.22% |
| 6 months | +15.39% | +8.07% | +7.32% |
| 1 year | +6.94% | −2.33% | +9.27% |
| 2 years | +5.27% | −3.93% | +9.20% |
| 3 years | +9.35% | +9.20% | +0.15% |
| 4 years | +11.25% | +11.22% | +0.03% |
| 5 years | +8.73% | +8.91% | −0.18% |
| Since inception | +12.86% | +11.62% | +1.24% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity65.40%₹175 Cr
- Mutual funds24.75%₹66.08 Cr
- Cash and other9.85%₹26.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- −₹0.05 Cr
- Net, FY to date
- −₹4.59 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has FundamentalBasedValueOrientedApproach returned?
6.94% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.53%; 3 months: −0.37%; 6 months: 15.39%; 1 year: 6.94%; 2 years: 5.27%; 3 years: 9.35%; 4 years: 11.25%; 5 years: 8.73%; Since inception: 12.86%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 9.27 percentage points ahead.
How much does FundamentalBasedValueOrientedApproach manage?
₹267 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages FundamentalBasedValueOrientedApproach?
Laburnum Capital Advisors, a SEBI-registered portfolio manager (INP000003526), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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