Narnolia Financial Services Limited • Equity
Narnolia Mid and Small Cap Strategy is an equity portfolio management service (PMS) strategy run by Narnolia Financial Services Limited, launched on 4 May 2015. It manages ₹120 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +4.42% over 1 year, +19.94% over 3 years and +14.05% over 5 years (+17.67% 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 | +8.42% |
| 3 Months | -4.97% |
| 1 Year | +4.42% |
| 3 Years | +19.94% |
| 5 Years | +14.05% |
| Since Inception | +17.67% |
| management fee | Fixed Fees: AMC Charges 2.5%p.a |
| performance fee | Variable Fees: AMC : 1.25% Performance Fee : 12.50% on total profit Hurdle : 10% |
| exit load | 1st Year 1% 2nd Years and onwads : 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 Mid and Small Cap Strategy has a 1-year return of +4.42%, a 3-year return of +19.94%, a 5-year return of +14.05% and +17.67% since inception. Past performance is not indicative of future results.
Narnolia Mid and Small Cap Strategy manages ₹120 Cr of client assets.
The fee structure for Narnolia Mid and Small Cap Strategy includes: management fee: Fixed Fees: AMC Charges 2.5%p.a; performance fee: Variable Fees: AMC : 1.25% Performance Fee : 12.50% on total profit Hurdle : 10%; exit load: 1st Year 1% 2nd Years and onwads : NIL.
The minimum investment for Narnolia Mid and Small Cap Strategy is ₹50 Lakhs.
Narnolia Mid and Small Cap Strategy was launched on 4 May 2015. It has an 11-year track record.
Description
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