PMS · Equity · Multi Cap
Negen Capital -Active Alpha Strategy
Fund size₹10 Cr
IRRSince inception-5.38%
Minimum investment₹50 Lakh
Fund age–
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Negen Capital Active Alpha | — | — | — | — | — | −5.38% |
| Nifty 500 | −8.38% | — | — | — | — | −1.90% |
| Excess over benchmark | — | — | — | — | — | −3.48% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Oct 2023.
Portfolio Details : Where the money actually sits
Stocks
22
P/E ratio
23.50
P/B ratio
3.48
Dividend yield
0.50%
Avg market cap
₹93,383 Cr
Median market cap
₹13,467 Cr
Asset class
Equity
Market cap
Large cap26.37%
Mid cap13.58%
Small cap57.53%
Cash & others2.52%
As on 31 Oct 2023
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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