Narnolia Financial Services Limited • Equity
Narnolia Fusion Opportunity Strategy is an equity portfolio management service (PMS) strategy run by Narnolia Financial Services Limited, launched on 26 Sep 2022. It manages ₹33.62 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -5.90% over 1 year and +15.68% over 3 years (+12.69% 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 | +9.94% |
| 3 Months | -7.66% |
| 1 Year | -5.90% |
| 3 Years | +15.68% |
| Since Inception | +12.69% |
| management fee | Fixed Fees: AMC : 0% |
| performance fee | Variable Fees: AMC : 1% pa Performance fee : 12.50% on total profit Hurdle: 10% |
| exit load | 1st Year: 1% 2nd Year and onward :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 Fusion Opportunity Strategy has a 1-year return of -5.90%, a 3-year return of +15.68% and +12.69% since inception. Past performance is not indicative of future results.
Narnolia Fusion Opportunity Strategy manages ₹33.62 Cr of client assets.
The fee structure for Narnolia Fusion Opportunity Strategy includes: management fee: Fixed Fees: AMC : 0%; performance fee: Variable Fees: AMC : 1% pa Performance fee : 12.50% on total profit Hurdle: 10%; exit load: 1st Year: 1% 2nd Year and onward :NIL.
The minimum investment for Narnolia Fusion Opportunity Strategy is ₹50 Lakhs.
Narnolia Fusion Opportunity Strategy was launched on 26 Sep 2022. It has a 3-year track record.
Description
All Narnolia Financial Services PMS strategies →Browse all PMS strategies in India →