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Narnolia Financial Services Ltd
Narnolia Financial Services Ltd

Narnolia Financial Services Ltd

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AUM ₹ 965.99 Cr (As on Feb, 2025)
No. of schemes 6
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About Narnolia Financial Services Ltd

Narnolia Financial Services Ltd manages assets worth Rs 965.99 crores. Its current offering of PMS schemes includes 1 Multi Asset, 1 Thematic, 2 Multi Cap, 1 Large Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Shailendra Kumar
Shailendra Kumar
  • Schemes managed 6
  • Total AUM Undisclosed
  • Highest return in 1 year +8.45 %
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.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
ND
Category
MULTI ASSET
Category Rank
12 Out of 19
Fixed Fee
2.50%
Narnolia - 5TX5T
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
THEMATIC
Category Rank
5 Out of 19
Fixed Fee
2.50%
Narnolia - Fusion Opportunity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
65 Out of 171
Fixed Fee
2.50%
Narnolia - Large Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
20 Out of 25
Fixed Fee
2.50%
Narnolia - Multicap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
81 Out of 171
Fixed Fee
2.50%
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
29 Out of 43
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Narnolia - Multi Asset Strategy
12Out of 6
-7.49%
ND
0.45%
ND
0.00
No Option
2.50%
Narnolia - 5TX5T
5Out of 6
-7.93%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
Narnolia - Fusion Opportunity
65Out of 6
-8.20%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
Narnolia - Large Cap
20Out of 6
-8.32%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
Narnolia - Multicap Strategy
81Out of 6
-8.95%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
Narnolia - Mid and Small Cap
29Out of 6
-12.59%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Narnolia Financial Services Ltd ?
The total AUM managed by Narnolia Financial Services Ltd is ₹965.99 crores
What is the total number of schemes managed by Narnolia Financial Services Ltd ?
The total number of schemes managed by Narnolia Financial Services Ltd is 6
What is the best performing PMS scheme of Narnolia Financial Services Ltd in 1 year ?
The best performing PMS scheme of Narnolia Financial Services Ltd in 1 year is Narnolia - Large Cap.
What is the best performing PMS scheme of Narnolia Financial Services Ltd in 3 years?
The best performing PMS scheme of Narnolia Financial Services Ltd in 3 years is Narnolia - Mid and Small Cap
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