APMI

NARNOLIA MULTI CAP STRATEGY

Investment Approach Details

₹233.94

(AUM CR)

PMS Provider Name

Narnolia Financial Services Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

28/03/2012

Age

12.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5%p.a

Variable Fees Structure

AMC : 1.25% p.a Performance Fee : 12.50% on total profit Hurdle : 10%

Exit Load

1st Year : 1% After 1 Year : NIL

Purpose

The strategy follows a value based stock selection with investment horizon of Medium to Long Term. The Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by industry experts for superior wealth creation. The strategy strives for active alpha-generation through investing in companies with rising relative growth and valuation.

Fund Manager Details


ATUL MISHRA
Work Exp. NA
Email ID rdebnath@narnolia.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.21

1 Year Turnover

1.11