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Nuvama Equities eXpansion Target (NEXT) strategy

Nuvama Equities eXpansion Target (NEXT) strategy is a Equity Portfolio Management Service launched by Nuvama Asset Management Limited on May 2023. Managed by Anshu Kapoor, the fund holds ₹227 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 5.84% (1Y), 15.93% CAGR (3Y), 15.58% since inception. Performance data as of July 2026.

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Nuvama Equities eXpansion Target (NEXT) strategy

Nuvama Asset Management Limited

227.41 CR AUM

Nuvama Equities eXpansion Target (NEXT) strategy

Nuvama Equities eXpansion Target (NEXT) strategy

Nuvama Asset Management Limited

227.41 CR AUM

BSE 500 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

anshu kapoor

Fund Manager
EQUITYStrategies
Fund manager

anshu kapoor

Fund Manager
EQUITYStrategies

Anshu Kapoor is the President and Head of Nuvama Asset Management, where he leads the alternatives-focused business, covering private equity, public markets, and real estate investment solutions.

Anshu Kapoor is the President and Head of Nuvama Asset Management, where he leads the alternatives-focused business, covering private equity, public markets, and real estate investment solutions.
1OF2

What is this fund's investment objective?

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 those that are available at reasonable valuations, possibly at a discount to, and more often have better growth prospects than large-caps.

How has Nuvama Equities eXpansion Target (NEXT) strategy performed?

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Wealth Creation Calculator

1M IA return
5.45%
1M benchmark return
1.73%
Alpha
3.72%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
5.45%
1M benchmark return
1.73%
Alpha
3.72%
1M Wealth multiple
1.05x

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