Narnolia Velox Advisory PMS strategies

Narnolia Velox Advisory runs 7 portfolio management strategies listed with APMI, managing โ‚น597 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

7 PMS strategies by Narnolia Velox Advisory, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Narnolia Multi Cap Fundโ€”ATUL KUMAR MISHRAโ‚น310 Cr+5.46%-0.60 pts2.5% fixed or 1.25% + 15% of profits over 10%โ‚น50 LakhsSep 2026
Narnolia Mid and Small Cap Fundโ€”ATUL KUMAR MISHRAโ‚น141 Cr+11.64%+2.43 pts2.5% fixed or 1.25% + 15% of profitsโ‚น50 LakhsSep 2026
Narnolia Large Cap Fundโ€”ATUL KUMAR MISHRAโ‚น81.04 Cr+9.34%+3.28 pts2.5% fixed or 1.25% + 15% of profits over 10%โ‚น50 LakhsSep 2026
Narnolia 5TX5T Fundโ€”ATUL KUMAR MISHRAโ‚น46.79 Cr+7.52%+1.46 pts2.5% fixed, or a variable plan (see strategy)โ‚น50 LakhsSep 2026
Narnolia Fusion Opportunity Fundโ€”ATUL KUMAR MISHRAโ‚น13.47 Cr+6.54%+0.48 pts1% + 15% of profits over 10%โ‚น50 LakhsSep 2026
Narnolia Multi-Asset Fundโ€”ATUL KUMAR MISHRAโ‚น3.35 Cr+11.00%+4.94 pts2.5% fixed or 1% + 15% of profits over 10%โ‚น50 LakhsSep 2026
Narnolia Ethical S-1 FUNDโ€”ATUL KUMAR MISHRAโ‚น0.45 Crโ€”โ€”2.5% fixed or 1.25% + 15% of profits over 10%โ‚น50 LakhsSep 2026

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. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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