- Manager
- Laburnum Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Relative Value Approach
+2.59%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Laburnum Capital Advisors’ Relative Value Approach returned 2.59% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹120 crore across its clients.
Key numbers
- AUM
- ₹120 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 1.83×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −2.51% | −5.57% | +3.06% |
| 3 months | −1.87% | −3.59% | +1.72% |
| 6 months | +15.41% | +8.07% | +7.34% |
| 1 year | +2.59% | −2.33% | +4.92% |
| 2 years | +2.59% | −3.93% | +6.52% |
| 3 years | +9.20% | +9.20% | 0.00% |
| 4 years | +11.74% | +11.22% | +0.52% |
| 5 years | +9.52% | +8.91% | +0.61% |
| Since inception | +17.35% | +17.74% | −0.39% |
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 equity84.89%₹102 Cr
- Cash and other15.11%₹18.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹22.97 Cr
- Net, Sep 2026
- −₹22.97 Cr
- Net, FY to date
- −₹22.97 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 1.83×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Relative Value Approach returned?
2.59% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.51%; 3 months: −1.87%; 6 months: 15.41%; 1 year: 2.59%; 2 years: 2.59%; 3 years: 9.20%; 4 years: 11.74%; 5 years: 9.52%; Since inception: 17.35%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 4.92 percentage points ahead.
How much does Relative Value Approach manage?
₹120 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 Relative Value Approach?
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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