Nuvama Asset Management Limited • Equity
Nuvama Equities eXpansion Target (NEXT) strategy is an equity portfolio management service (PMS) strategy run by Nuvama Asset Management Limited, launched on 25 May 2023. As of 30 Sep 2026, it manages ₹192 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.97% over 1 year and +13.25% over 3 years (+13.83% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.05 percentage points ahead of its benchmark. Its 3-year return ranks 162nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Anshu Kapoor.
Ranked nearby on 3-year return: Dynamic Research & Emerging Asset Management Strategy (DREAM) (+13.29%), ICICI Prudential PMS Defined Tenure Series Strategy (+13.28%), Absolute Freedom Portfolio Systematic Rebalancing Option (+13.23%), Absolute Freedom Portfolio (+13.19%).
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 | -3.61% |
| 3 Months | -1.46% |
| 1 Year | +9.97% |
| 3 Years | +13.25% |
| Since Inception | +13.83% |
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 callNuvama Equities eXpansion Target (NEXT) strategy has a 1-year return of +9.97%, a 3-year return of +13.25% and +13.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Nuvama Equities eXpansion Target (NEXT) strategy returned +13.25% against +9.20% for the BSE 500 TRI, 4.05 percentage points ahead. Over 1 year it returned +9.97% 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, Nuvama Equities eXpansion Target (NEXT) strategy's 3-year return of +13.25% ranks 162nd as of 30 Sep 2026.
Nuvama Equities eXpansion Target (NEXT) strategy is managed by Anshu Kapoor at Nuvama. The strategy manages ₹192 Cr of client assets as of 30 Sep 2026.
Nuvama Equities eXpansion Target (NEXT) strategy manages ₹192 Cr of client assets as of 30 Sep 2026.
The minimum investment for Nuvama Equities eXpansion Target (NEXT) strategy is ₹50 Lakhs.
Nuvama Equities eXpansion Target (NEXT) strategy was launched on 25 May 2023. It has a 3-year track record.
Description
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