Narnolia Financial Services Limited • Equity
Narnolia 5TX5T is an equity portfolio management service (PMS) strategy run by Narnolia Financial Services Limited, launched on 4 May 2015. It manages ₹59.1 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.23% over 1 year, +13.65% over 3 years and +12.14% over 5 years (+14.81% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +8.61% |
| 3 Months | -3.51% |
| 1 Year | +5.23% |
| 3 Years | +13.65% |
| 5 Years | +12.14% |
| Since Inception | +14.81% |
| management fee | Fixed Fees: AMC Charges 2.5% pa |
| performance fee | Variable Fees: AMC : 1.25% pa Performance Fee : 12.50% on total Profit Hurdle: 10% |
| exit load | 1st Year : 1% 2Nd Year and Onwards : NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callNarnolia 5TX5T has a 1-year return of +5.23%, a 3-year return of +13.65%, a 5-year return of +12.14% and +14.81% since inception. Past performance is not indicative of future results.
Narnolia 5TX5T manages ₹59.1 Cr of client assets.
The fee structure for Narnolia 5TX5T includes: management fee: Fixed Fees: AMC Charges 2.5% pa; performance fee: Variable Fees: AMC : 1.25% pa Performance Fee : 12.50% on total Profit Hurdle: 10%; exit load: 1st Year : 1% 2Nd Year and Onwards : NIL.
The minimum investment for Narnolia 5TX5T is ₹50 Lakhs.
Narnolia 5TX5T was launched on 4 May 2015. It has an 11-year track record.
Description
All Narnolia Financial Services PMS strategies →Browse all PMS strategies in India →