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Nuvama Absolute Return PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Nuvama Absolute Return PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the DEBT 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 7.86%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Nuvama Absolute Return PMS Strategy or Investment Approach - PMS Details

Strategy Name

Absolute Return Strategy

Start Date

06 June 2023

Category

DEBT

Benchmark

Crisil Composite Bond Fund Index

AUM (Rs.)

Rs.887.5 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Nikhil Ranka

1 Yr. Return

7.86%

3 Yr. Return

NA

5 Yr. Return

NA

Nuvama Absolute Return Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 10 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Nuvama Absolute Return PMS Strategy - Cost or Charges

Fixed Fees

1.75% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

10% (Profit sharing above 8%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Nuvama Absolute Return 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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