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Nepean Capital Long Term Opportunities Fund II AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 200 and has delivered a 1-year return of 4.34%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.167 Crore, reflecting strong investor confidence.

The Nepean Capital Long Term Opportunities Fund II AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Nepean Capital’s philosophy of quality and conviction-based investing.

Nepean Capital Long Term Opportunities Fund II AIF Strategy or Investment Approach - AIF Details

Strategy Name

Long Term Opportunities Fund II

Start Date

14 October 2021

Category

CAT III - LONG ONLY

Benchmark

BSE 200

AUM (Rs.)

Rs.167 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr. Gautam Trivedi

1 Yr. Return

4.34%

3 Yr. Return

13.28%

5 Yr. Return

NA

Nepean Capital Long Term Opportunities Fund II Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Nepean Capital Long Term Opportunities Fund II AIF Strategy - Cost or Charges

Fixed Fees

1.25% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

1.50%

Exit Load 3rd Year

1.50%

Nepean Capital Long Term Opportunities Fund II AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Nepean Capital Long Term Opportunities Fund II Alternative Investment Fund Strategy - Top 5 Sectors

Software

Not Disclosed

BFSI - Non Credit

Not Disclosed

Electricals

Not Disclosed

Specialty Chemicals

Not Disclosed

Autos & Logistics

Not Disclosed

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