Negen Capital Services Private Lmited • Equity
Negen Special Situations & Dynamic Allocation Strategy is an equity portfolio management service (PMS) strategy run by Negen Capital Services Private Lmited, launched on 10 Aug 2017. As of 30 Sep 2026, it manages ₹1,558 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +12.68% over 1 year, +19.64% over 3 years and +18.71% over 5 years (+17.65% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 10.44 percentage points ahead of its benchmark. Its 3-year return ranks 43rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by NEIL MADAN BAHAL.
Ranked nearby on 3-year return: Prudence (+19.68%), Alchemy Select Stock (+19.65%), Profit Mantra (+19.52%), Valcreate Lifesciences & speciality opportunities (+19.35%).
Returns and AUM as of , as reported to APMI. 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 | -1.38% |
| 3 Months | +5.30% |
| 1 Year | +12.68% |
| 3 Years | +19.64% |
| 5 Years | +18.71% |
| Since Inception | +17.65% |
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 callNegen Special Situations & Dynamic Allocation Strategy has a 1-year return of +12.68%, a 3-year return of +19.64%, a 5-year return of +18.71% and +17.65% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Negen Special Situations & Dynamic Allocation Strategy returned +18.71% against +8.91% for the BSE 500 TRI, 9.80 percentage points ahead. Over 3 years it returned +19.64% against +9.20%; Over 1 year it returned +12.68% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Negen Special Situations & Dynamic Allocation Strategy's 3-year return of +19.64% ranks 43rd as of 30 Sep 2026.
Negen Special Situations & Dynamic Allocation Strategy is managed by NEIL MADAN BAHAL at Negen Capital Services Lmited. The strategy manages ₹1,558 Cr of client assets as of 30 Sep 2026.
Negen Special Situations & Dynamic Allocation Strategy manages ₹1,558 Cr of client assets as of 30 Sep 2026.
The minimum investment for Negen Special Situations & Dynamic Allocation Strategy is ₹50 Lakhs.
Negen Special Situations & Dynamic Allocation Strategy was launched on 10 Aug 2017. It has a 9-year track record.
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