NARNOLIA MID AND SMALL CAP STRATEGY
NARNOLIA MID AND SMALL CAP STRATEGY is a Equity Portfolio Management Service launched by Narnolia Financial Services Limited on May 2015. Managed by ATUL MISHRA, the fund holds ₹141 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charges 2.5%p.a% fixed fee and AMC : 1.25% Performance Fee : 12.50% on total profit Hurdle : 10%% performance fee. Trailing returns: -3.34% (1Y), 14.77% CAGR (3Y), 17.75% since inception. Performance data as of July 2026.
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NARNOLIA MID AND SMALL CAP STRATEGY
Narnolia Financial Services Limited
141.31 CR AUM
NARNOLIA MID AND SMALL CAP STRATEGY
Narnolia Financial Services Limited
141.31 CR AUM
BSE 500 TRI
Benchmark
11yr 2mo
Age
EQUITY
Strategy
AMC Charges 2.5%p.a
Fixed Fees
AMC : 1.25%
Performance Fee : 12.50% on total profit
Hurdle : 10%
Variable Fees
1st Year 1%
2nd Years and onwads : NIL
Exit Load
BSE 500 TRI
Benchmark
11yr 2mo
Age
EQUITY
Strategy
AMC Charges 2.5%p.a
Fixed Fees
AMC : 1.25%
Performance Fee : 12.50% on total profit
Hurdle : 10%
Variable Fees
1st Year 1%
2nd Years and onwads : NIL
Exit Load
atul mishra
Fund Manager
EQUITYStrategies
Atul Mishra is listed as a Fund Manager at Narnolia.
What is this fund's investment objective?
Portfolio that invests in good quality and growing small/mid cap companies for long term wealth creation
How has NARNOLIA MID AND SMALL CAP STRATEGY performed?
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1M IA return
2.97%
1M benchmark return
1.73%
Alpha
1.24%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.97%
1M benchmark return
1.73%
Alpha
1.24%
1M Wealth multiple
1.03x
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What does NARNOLIA MID AND SMALL CAP STRATEGY hold?
Stock - Holdings
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Sector Allocation
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