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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

Bottoms up approach that prioritizes research, dedicating the majority of its time and resources to identifying and thoroughly analysing companies across various sector in India following.

Investment Objective

Objective of the fund will be investing in Small & Midcap companies which have multi-bagger potential over 3-5 year horizon, available at reasonable valuations and having healthy fundamentals.

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 brings over a decade of experience in equity markets, with a strong track record across investment research, portfolio management, and fund strategy. Previously, he served as Co-Fund Manager at Aequitas Investment Consultancy Pvt. Ltd., where he co-managed a Category III AIF with an AUM of Rs.1,500 crore, focused on long-only, long-term equity investments. During his more than 5 years tenure at Aequitas, he gained deep expertise in building concentrated, research-backed portfolios. Before Aequitas, he managed his family’s investment portfolio, gaining hands-on experience across both investing and trading strategies. He also had an early stint with Multi-Act Equity Consultancy Pvt. Ltd., where he further strengthened his understanding of equity research and portfolio construction.Qualifications: Chartered Accountant (CA) Chartered Financial Analyst (CFA), Level III cleared

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

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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