Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Laburnum Capital Advisors Private Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 22/03/2010 |
| Fund Age | 16.2 Years |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | 0.375% of previous quarter AUM |
| Variable Fees Structure | 15% of profits for the year |
| Exit Load | 1st Year: 3% | 2nd Year: 2% | 3rd Year: 1% |
| Assets Under Management (AUM) | ₹260.62 CR |
Fund Purpose
The primary objective of the Fundamental-Based / Value-Oriented Approach is to deploy a rigorous, bottom-up investment process designed to generate superior long-term absolute returns. By combining deep fundamental analysis with a strict value orientation, the strategy actively targets undervalued or underfollowed Indian equities that trade at a significant discount to their intrinsic worth, ensuring an optimal margin of safety while compounding investor wealth across multi-year horizons.
Fund Philosophy
Core Focus on Business Fundamentals
The strategy bases all investment allocations strictly on deep-dive corporate metrics, earnings quality, and competitive advantages rather than reacting to short-term market sentiment, liquidity movements, or broader macroeconomic predictions.
Exploiting Value and Intrinsic Mispricings
The philosophy relies on identifying situations where companies trade significantly lower than their intrinsic value, actively looking to acquire great businesses at fair valuations or good businesses at heavily discounted prices.
Intensive Private Equity Style Diligence
Portfolio selection incorporates an exhaustive proprietary diligence framework that mimics private equity methodologies, utilizing local presence and thorough secondary channel checks ("scuttlebutt") to gain a distinct research edge.
Disciplined Margin of Safety Implementation
Every capital entry requires a demonstrable margin of safety to protect against downside risk, and the strategy strictly dictates partial or full exit allocations once that valuation gap narrows and the margin is eroded.
Long-Term Ownership Mentality
Capital is deployed with a clear objective to hold positions for several years, allowing the fundamental operational growth and compounding potential of the underlying corporate entities to fully manifest in the portfolio's net asset value.
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Fundamental-Based / Value-Oriented Approach
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Laburnum Capital Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹253.29 | 0.00 | -0.01 | 0.03 | 0.10 | 0.07 | 0.13 | 0.11 | 0.13 | 0.22 |
| Benchmark | NA | 0.00 | -0.03 | 0.03 | 0.17 | 0.08 | 0.18 | 0.14 | 0.15 | 0.15 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Pavan Ahluwalia
Pavan Ahluwalia is the Founder and Managing Director of Laburnum Capital Advisors Private Limited, where he serves as the principal portfolio manager directing the firm's core value strategies. Prior to establishing Laburnum in 2010, Pavan managed public equities across India and non-Japan Asia for Old Lane Partners, a $5 billion New York-based hedge fund. His foundational background includes executing corporate strategy at McKinsey & Company across New York and Mumbai, alongside advisory assignments at the International Monetary Fund (IMF) in Washington, D.C. Pavan holds an MBA from the Stanford Graduate School of Business, an MPA/ID from Harvard University’s John F. Kennedy School of Government, and an AB in Economics from Princeton University.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In accordance with the regulatory boundaries defined by SEBI for Portfolio Management Services (PMS) in India, the minimum investment amount mandatory to onboard into the Fundamental-Based / Value-Oriented Approach is ₹5,000,000 (₹50 Lakhs).
The fixed advisory fee is structured as 0.375% computed against the client's Assets Under Management (AUM) from the preceding quarter. This equates to a recurring annualized asset management rate of approximately 1.5%.
The strategy implements a profit-sharing performance framework. It charges a variable fee of 15% on the absolute capital gains generated within the portfolio at the close of the financial year, keeping manager compensation directly tied to portfolio performance.
The strategy applies a tiered exit load structure to discourage short-term trading. If capital is redeemed within the first year of deployment, a 3% fee is levied; it scales down to 2% during the second year, drops to 1% in the third year, and features no exit loads thereafter.
The BSE 500 Total Returns Index tracks the top 500 companies across large, mid, and small-cap domains including dividend distributions. This fits the fund's flexible mandates, as the strategy searches for deep value and mispriced opportunities across the entire multi-cap corporate landscape.