Learn
WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
293.14 CR AUM
WILLOW LONG TERM VALUE STRATEGY
Willow Advisors Llp
293.14 CR AUM
Nifty 50 TRI
Benchmark
6yr 3mo
Age
EQUITY
Strategy
AMC charge: 0.5%
Fixed Fees
AMC - 10% OF PROFITS
Variable Fees
1ST YEAR - 1%
2ND YEAR - 1%
3RD YEAR - 1%
Exit Load
Nifty 50 TRI
Benchmark
6yr 3mo
Age
EQUITY
Strategy
AMC charge: 0.5%
Fixed Fees
AMC - 10% OF PROFITS
Variable Fees
1ST YEAR - 1%
2ND YEAR - 1%
3RD YEAR - 1%
Exit Load
rustam kumana
Fund Manager
EQUITYStrategies
Purpose
TO ACHIEVE HIGHER RISK ADJUSTED RETURNS BY FOCUSSING ON LONG TERM INVESTING AND REDUCING UNNECESSARY TRANSACTION COSTS, THEREBY BENEFITTING THE CLIENT PORTFOLIO
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
12.10%
1M benchmark return
7.49%
Alpha
4.61%
1M Wealth multiple
1.12x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
12.10%
1M benchmark return
7.49%
Alpha
4.61%
1M Wealth multiple
1.12x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,139.54 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹17,979.78 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,759.81 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,391.43 Cr
EQ
Blended- Rangoli
Unifi Capital P Ltd
₹11,765.52 Cr
EQ