- Manager
- Laburnum Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Relative Value SWF
+0.86%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Laburnum Capital Advisors’ Relative Value SWF returned 0.86% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹5,587 crore across its clients.
Key numbers
- AUM
- ₹5,587 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.41×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −2.34% | −5.57% | +3.23% |
| 3 months | −1.60% | −3.59% | +1.99% |
| 6 months | +9.27% | +8.07% | +1.20% |
| 1 year | +0.86% | −2.33% | +3.19% |
| 2 years | +2.91% | −3.93% | +6.84% |
| Since inception | +5.66% | +0.23% | +5.43% |
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 equity87.95%₹4,913 Cr
- Cash and other12.05%₹673 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹325 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.41×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Relative Value SWF returned?
0.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.34%; 3 months: −1.60%; 6 months: 9.27%; 1 year: 0.86%; 2 years: 2.91%; Since inception: 5.66%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 3.19 percentage points ahead.
How much does Relative Value SWF manage?
₹5,587 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 SWF?
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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