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Narnolia Multi Cap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Narnolia Multi Cap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 22.40%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Narnolia Multi Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Multi Cap Strategy

Start Date

28 March 2012

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Shailendra Kumar

1 Yr. Return

22.40%

3 Yr. Return

20.50%

5 Yr. Return

19.10%

Narnolia Multi Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

0

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

9 Yrs, 11 Months

SIP

Available

STP

Available

Average Market Cap

Rs.453657.11 Cr.

Narnolia Multi Cap PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

12.50% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Narnolia Multi Cap PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Narnolia Multi Cap Portfolio Strategy - Top 5 Sectors

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