APMI

Nuvama Equities eXpansion Target (NEXT) strategy

Investment Approach Details

₹293.91

(AUM CR)

PMS Provider Name

Nuvama Asset Management Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Derivatives,Equity

Date Of Inception

25/05/2023

Age

1.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The investment objective of this strategy will be to achieve capital appreciation and deliver superior returns through investing primarily in small and mid-cap listed companies in India. The portfolio will be comprised of investments in under-followed small and mid-cap companies benefitting from the next $2trn of India's GDP growth â?? those that are available at reasonable valuations, possibly at a discount to, and more often have better growth prospects than large-caps.

Fund Manager Details


Anshu Kapoor
Work Exp. NA
Email ID anshu.kapoor@nuvama.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.12

1 Year Turnover

1.26