© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.1% | −6.0% | +0.9% |
| 3 Months | −1.3% | −4.9% | +3.7% |
| 6 Months | +10.2% | +2.1% | +8.1% |
| 1 Year | −2.4% | −7.1% | +4.7% |
|---|
| 2 Years | −5.4% | −5.3% | −0.1% |
|---|
| 3 Years (CAGR) | +5.4% | +6.1% | −0.6% |
|---|
| 4 Years (CAGR) | +6.7% | +8.5% | −1.8% |
|---|
| 5 Years (CAGR) | +4.2% | +6.4% | −2.2% |
|---|
| Since launch | +7.9% | +10.5% | −2.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 19.1%
Willow Advisors’s story and investment philosophy are on the Willow Advisors firm page.
Rustam Kumana
Designated Partner
Mr. Kumana has through his family office managed the equity and debt portfolios of himself and his family. He has over 14 years of experience tracking companies and studying their fundamentals. He uses value investing strategies as developed by Mr. Benjamin Graham and further refined by Mr. Warren Buffett and Mr. Charlie Munger. Over the years he has been meeting industry veterans and experts to supplement his knowledge to identify investable companies.
Saroosh Dinshaw
Designated Partner
Mr. Dinshaw has through his family office managed various equity, debt and real estate portfolios. He has formerly worked with IDFC Investment Advisors for over 9 years, later being Vice President - Head of Proprietary Equity. During his time there, he managed IDFC's proprietary equity portfolio which consisted of equity investments in the infrastructure space, via private equity and secondary market instruments.
Nisarg Ganatra, CFA
Principal Officer
Mr. Ganatra is a CFA charter holder. His work revolves around applying the investment principles and best practices of the fund management industry. Also performing stock-specific analysis and industry analysis by applying value investing principles. He tracks and studies the fundamentals of the companies already invested in as also potential investment candidates.
Registration No
INP000006925
Fund Manager
Mr.Nisarg Deepak Ganatra
Principal Officer
Mr.Nisarg Deepak Ganatra
Inflow
₹0.30 Cr
Outflow
₹3.34 Cr
Net
₹-3.04 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss WILLOW Long Term Value Strategy — share your research, ask questions, or compare notes with other investors.