Narnolia - MultiCap Strategy

EQUITY MULTI CAP

To outperform the strategy's benchmark on a sustainable risk-adjusted basis.

+10.49%

3Y annualised returns

+11.21%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

28 Mar '12

Total AUM

₹350.73Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.4%

Debt3.0%

Equity market cap split

Large Cap75.7%

Small Cap11.4%

Mid Cap10.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

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