Negen Capital - Special Situations & Technology Fund
EQUITY MULTI CAP
TO GENERATE LONG-TERM CAPITAL APPRECIATION FROM A DIVERSIFIED PORTFOLIO OF SMALL CAP COMPANIES
+24.59%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
10 Aug '17
Total AUM
₹1,319.39Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity89.4%
Cash10.6%
Equity market cap split
Mid Cap34.5%
Small Cap27.3%
Large Cap24.1%
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
0.00%
PMS management
NMNeil Madan BahalInvestorView details
NM
Neil Madan Bahal
Investor
View details
About
Mr Neil Madan Bahal specialising in value investing only via special situations. Developed an internal process which gives us early leads into sectors which are doing well. Mr Neil is an Investor Since Age 17.
Experience
Has been an investor since the age of 17.
Investment philosophy
Specializing in value investing through special situations.
Awards
- Developed an internal process to gain early leads into well-performing sectors.
PMS house
Negen Capital
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