Narnolia Financial Services Ltd
AUM (Cr.)
1061.51
No. of Clients
187
No. of Investment Approach
6
As On
31 August 2024
Narnolia, is in their 25th year of financial services, having travelled two decades of their journey from a leading financial intermediary of Eastern India to a name-to-reckon-with at the National and Global arena, with their satisfactory track-record. Narnolia has managed to develop one of the best of the products, systems, processes, and technology. NARNOLIA FINANCIAL SERVICES LTD is SEBI registered Portfolio Manager with over 100 years of combined & unique experience and knowledge amongst its leadership. The sole aim of the company is to generate superior and consistent risk-adjusted returns using a process and data driven multi-asset, multi-strategy framework while placing clients first.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Multicap Strategy |
MULTI CAP | 24.12% | 17.35% | 12.03% | 16.80% | 17.03% |
Large Cap |
LARGE CAP | 35.12% | 22.99% | 13.17% | 18.21% | 17.51% |
5TX5T |
THEMATIC | 34.29% | 25.66% | 15.85% | 21.56% | 18.34% |
Mid and Small Cap |
SMALL & MID CAP | 37.76% | 32.43% | 20.14% | 26.57% | 21.65% |
Fusion Opportunity |
MULTI CAP | 42.43% | NA | NA | NA | 39.26% |
Multi Asset Strategy |
MULTI ASSET | 32.18% | 22.33% | 15.83% | 20.62% | 20.47% |
* Returns are as on 31st August 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr. Shailendra Kumar
CIO
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AMC Registered Address
201, 2Nd Floor, Marble Arch,236B, Ajc Bose Road,Kolkata,West Bengal,India-700020
SEBI Reg No : INP000006420
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