NARNOLIA MID AND SMALL CAP STRATEGY

EQUITY MID & SMALL CAP

+19.96%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

04 May '15

Total AUM

₹142.95Cr

Min. investment

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity92.3%

Debt7.6%

Equity market cap split

Mid Cap42.4%

Small Cap39.4%

Large Cap10.6%

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

SK
Shailendra Kumar
Fund Manager, Narnolia
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About

Mr. Shailendra Kumar is associated with Narnolia and has over 20 years of experience in research and fund management. Under Mr. Shailendra leadership, Narnolia has developed a wide spectrum of category-leading onshore and offshore investment products ranging from both capital protection to growth-oriented funds. Mr. Shailendra is also the editor of Market Twitter and India Quant Analytics, a publication on quantitative statistics and structure of the Indian equity market. He has also created over 69 indexes including India's most broad and comprehensive "EW All-Share Index" and the very first "EW Islamic Index". Mr. Kumar holds post-graduate degrees from Indian Institute of Technology, Delhi.

Experience

Over 20 years of experience in research and fund management.

Investment philosophy

Specializes in quantitative research, fund management, and index creation.

Awards