What is the hurdle rate of Narnolia - Multi Asset Strategy?

The hurdle rate of Narnolia - Multi Asset Strategy is 10.00%.

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 ?

The variable fee charged in Narnolia - Multi Asset Strategy is 1.25%.

What is the profit sharing in Narnolia - Multi Asset Strategy ?

The profit sharing in Narnolia - Multi Asset Strategy is 20% Profit Sharing above 10% Hurdle.

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.

Narnolia - Multi Asset Strategy

Narnolia Financial Services Ltd
Multi Asset

3
Out of 8*
Compare
Share

Portfolio age7 years

-1.14%

Hurdle Rate**10.00%

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

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Shailendra Kumar

Manager Rank9 Out of 14
i
Rank is based on 3-year return
Schemes Managed6
Total AUM413.21000000000004
Highest Return In 1 Yr10.24%

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

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