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NMR Growth Strategy

NMR Capital Advisors LLP
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
8 January 2025
Min. Investment
₹75,00,000
AUM (Cr.)
₹33.09
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

A strategy prioritizing in-depth fundamental research, with a significant allocation of time and resources dedicated to the comprehensive analysis of Indian companies across diverse industries.

Investment Objective

The fund's investment objective is to identify and invest in small and mid-capitalization companies with the potential for substantial capital appreciation over a 3-5 year period. The selection criteria will focus on entities exhibiting attractive valuations, sound fundamental financial health, and the capacity for significant growth.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.43% -0.24% -3.19%
3 MONTHS -4.24% 5.02% -9.26%
6 MONTHS -9.80% 1.63% -11.43%
SINCE INCEPTION 2.17% 7.80% -5.63%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Nishith Minesh Shah

Portfolio Manager

Mr. Nishith Shah possesses over ten years of extensive experience in the equity markets, demonstrating a proven history of success in investment analysis, asset allocation, and fund development. His prior role involved serving as Co-Fund Manager at Aequitas Investment Consultancy Pvt. Ltd. In this capacity, he was instrumental in co-managing a Category III AIF with assets under management totaling INR 1,500 crore. This fund's investment philosophy was centered on long-only, long-term equity strategies. Over his tenure exceeding five years at Aequitas, he cultivated considerable proficiency in constructing concentrated portfolios supported by rigorous research. Preceding his time at Aequitas, Mr. Shah managed his family’s investment assets, acquiring practical insights into both investment and trading methodologies. His professional journey also included an early engagement with Multi-Act Equity Consultancy Pvt. Ltd., where he enhanced his knowledge of equity research and portfolio structuring. Qualifications: Chartered Accountant (CA) Chartered Financial Analyst (CFA), Level III passed

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Sanghvi Movers Ltd 13.35%
  • Datamatics Global Services Ltd 9.90%
  • Koltepatil Developers Ltd 9.76%
  • Garware Hitech Films Ltd 8.77%
  • Heritage Foods Ltd 8.75%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
50.53%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 11 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2.00%

Hurdle: No Option

Profit Sharing: 15% Profit share on profits

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)