Narnolia Financial Services PMS strategies
Narnolia Financial Services runs 7 portfolio management strategies listed with APMI, managing ₹648 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Narnolia Multi Cap Strategy | Equity | — | ₹315 Cr | +10.49% | — | 2.5% fixed or 1.25% + 12.50% of profits over 10% | ₹50 Lakhs | — |
| Narnolia Mid and Small Cap Strategy | Equity | — | ₹120 Cr | +19.94% | — | 2.5% fixed or 1.25% + 12.50% of profits over 10% | ₹50 Lakhs | — |
| Narnolia Large Cap Strategy | Equity | — | ₹117 Cr | +14.93% | — | 2.5% fixed or 1.25% + 12.50% of profits over 10% | ₹50 Lakhs | — |
| Narnolia 5TX5T | Equity | — | ₹59.1 Cr | +13.65% | — | 2.5% fixed or 1.25% + 12.50% of profits over 10% | ₹50 Lakhs | — |
| Narnolia Fusion Opportunity Strategy | Equity | — | ₹33.62 Cr | +15.68% | — | 1% + 12.50% of profits over 10% | ₹50 Lakhs | — |
| Narnolia Multi-Asset Strategy | Equity | — | ₹3.24 Cr | +14.59% | — | 0.79% fixed | ₹50 Lakhs | — |
| Narnolia Ethical S-1 | Equity | — | ₹0.48 Cr | — | — | 2.5% fixed | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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