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Narnolia - Multi Asset Strategy
Narnolia - Multi Asset Strategy

Narnolia - Multi Asset Strategy

  • Narnolia Financial Services Ltd
  • MULTI ASSET
  • 2
    Out of 6*
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Portfolio age5 years, 8 months
7.15%
6.31%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Shailendra Kumar
  • Manager Rank5 Out of 10
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUMUndisclosed
  • Highest Return In 1 Yr13.98%
Profile

Shailendra Kumar is the Co-Founder & Chief Investment Officer at Narnolia. He is known for his deep understanding and experience of over two decades in the space of fund management & investment advisory. Under his leadership, Narnolia has been recognised as the ‘Most Consistent Portfolio Manager of the country in 2018 & 2019’ and also as the ‘Pioneer and 2nd largest Investment Advisor of the country in 2021. His preferred investing style is ‘growth-in-value’. Shailendra holds a post-graduate degree in Management & Systems from IIT, Delhi. He has a strong academic orientation having authored as well as mentored numerous financial publications and research papers. He has also done extensive work on corporate valuations and derivative pricing.

Other Schemes
  • table
  • Grid
Compare
Narnolia - Mid and Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
6 Out of 48
Fixed Fee
2.50%
Scheme Return
9.23%
Benchmark Return
7.32%
Narnolia - Multicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
35 Out of 234
Fixed Fee
2.50%
Scheme Return
8.61%
Benchmark Return
6.31%
Narnolia - Large Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
8%
Benchmark Return
6.31%
Narnolia - 5TX5T
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
THEMATIC
Category Rank
4 Out of 18
Fixed Fee
2.50%
Scheme Return
7.95%
Benchmark Return
6.31%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI ASSET
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Narnolia - Fusion Opportunity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
233 Out of 234
Fixed Fee
2.50%
Scheme Return
-0.52%
Benchmark Return
6.31%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2025)
Inception Date
Aug 26, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is No Option` if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Narnolia - Multi Asset Strategy

Investment Approach

Narnolia - Multi Asset Strategy

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
MULTI ASSET
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.18%
Benchmark Return
3.86%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
6.73%
Benchmark Return
3.86%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Narnolia Financial Services Ltd
Narnolia Financial Services Ltd manages assets worth Rs 1012.59 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 2 Multi Cap And Flexi Cap, 1 Large Cap, 1 Thematic and 1 Multi Asset schemes.

AUM (₹ cr)

1,012.59 (As on Mar, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Narnolia - Mid and Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
6 Out of 48
Fixed Fee
2.50%
Scheme Return
9.23%
Benchmark Return
7.32%
Narnolia - Multicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
35 Out of 234
Fixed Fee
2.50%
Scheme Return
8.61%
Benchmark Return
6.31%
Narnolia - Large Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
8%
Benchmark Return
6.31%
Narnolia - 5TX5T
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
THEMATIC
Category Rank
4 Out of 18
Fixed Fee
2.50%
Scheme Return
7.95%
Benchmark Return
6.31%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI ASSET
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Narnolia - Fusion Opportunity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
233 Out of 234
Fixed Fee
2.50%
Scheme Return
-0.52%
Benchmark Return
6.31%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Narnolia - Multi Asset Strategy?
There is no option for Hurdle rate.
What is the fixed fee charged in Narnolia - Multi Asset Strategy ?
The fixed fee charged in Narnolia - Multi Asset Strategy is 2.50%.
What is the variable fee charged in Narnolia - Multi Asset Strategy ?
There is no option for Variable fee.
What is the profit sharing in Narnolia - Multi Asset Strategy ?
There is no option for Profit sharing.
What is the minimum investment in Narnolia - Multi Asset Strategy ?
The minimum investment in Narnolia - Multi Asset Strategy is ₹50 Lacs
What type of scheme is Narnolia - Multi Asset Strategy?
Narnolia - Multi Asset Strategy is an Multiasset scheme. It falls in the MULTI ASSET category.
What is the inception date of Narnolia - Multi Asset Strategy?
The inception date of Narnolia - Multi Asset Strategy is Aug 26, 2019.
What is the exit load of Narnolia - Multi Asset Strategy?
Exit load is No Option` if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.

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