APMI

NARNOLIA MULTI-ASSET STRATEGY

Investment Approach Details

₹89.18

(AUM CR)

PMS Provider Name

Narnolia Financial Services Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

26/08/2019

Age

5.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC : 0.79%

Variable Fees Structure

NA

Exit Load

NA

Purpose

The strategy deploys funds through Direct Schemes of Mutual Funds. The portfolio invests judiciously into different asset classes of Mutual Fund Schemes (Equity and Debt), Gold Fund (Listed or ETF) and REIT or Infra (which are listed). The portfolio recommends investing in tactical and thematic schemes alongside multi cycle stable schemes. The aggressive approach also employs ETFs.

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

0.00

1 Year Turnover

0.27