Nexus Equity Growth Fund SCH 1

Returns

After expenses, before tax, as Nexus Equity Growth Fund reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Small cap

Asset type

—

Benchmark

NIFTY Smallcap 250

Fund manager

Kushal Shah & Manthan Jhaveri

Investment approach

The Fund targets high-growth micro-cap, small-cap, and unlisted companies poised to disrupt industries and scale rapidly. Our theme centers on discovering under-the-radar businesses with strong fundamentals, founder-driven vision, and long-term value creation potential.

Our Fund, structured as a Category III Alternative Investment Fund (AIF), is focused on delivering superior long-term capital appreciation by investing in a high-conviction portfolio of micro-cap, small-cap, and unlisted growth-stage companies.We believe the next wave of market leaders will emerge from the most dynamic and underexplored segments of the market. By targeting businesses in their early growth phases—often overlooked by traditional capital—we aim to capture outsized alpha while participating in the value creation journey from the ground up.As a Category III AIF, we benefit from the flexibility to pursue diverse investment opportunities, allowing us to stay agile in changing market conditions while adhering to a robust risk management and governance framework.This fund is an ideal vehicle for investors seeking to tap into India’s next generation of growth stories, diversify beyond traditional large-cap exposure, and participate in early-stage value creation with a long-term vision.

About the fund manager

Mr Kushal Shah — Fund Manager

Kushal Shah-A Chartered Accountant (CA) with extensive experience in market research, financial modeling, and corporate finance, Kushal brings a wealth of knowledge to the table. His work with leading corporates and rating agencies has endowed him with a profound understanding of capital markets. Kushal adeptly manages a diversified portfolio of equities, leveraging his expertise to adapt strategies in response to evolving market conditions. Known for his analytical rigor and strategic acumen, Kushal focuses on optimizing investment performance and ensuring portfolio resilience. He remains committed to driving sustainable growth for clients while actively seeking new opportunities to enhance returns.

Mr Manthan Jhaveri — Fund Manager

Manthan Jhaveri-A Chartered Accountant (CA) and CFA Level 2 cleared, Manthan brings deep expertise in capital markets and portfolio management. With a solid background in research and institutional equities at leading financial institutions, Manthan is dedicated to delivering superior risk-adjusted returns for clients through a disciplined, research-driven investment process. His approach integrates advanced analytical techniques and a deep understanding of market dynamics to craft tailored investment strategies. Known for his strategic insight and commitment to excellence, Manthan excels in navigating complex financial landscapes and achieving optimal outcomes for investors.

As the fund house describes it.