- Manager
- Narnolia Velox Advisory
- Service
- Discretionary
- Asset class
- Equity
Narnolia 5Tx5T Fund
−2.34%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Narnolia Velox Advisory’s Narnolia 5Tx5T Fund returned −2.34% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹46.79 crore across its clients.
Key numbers
- AUM
- ₹46.79 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.84% | −6.03% | +1.19% |
| 3 months | −2.78% | −4.91% | +2.13% |
| 6 months | +6.77% | +2.13% | +4.64% |
| 1 year | −2.34% | −7.09% | +4.75% |
| 2 years | −3.90% | −5.29% | +1.39% |
| 3 years | +7.52% | +6.06% | +1.46% |
| 4 years | +10.43% | +8.48% | +1.95% |
| 5 years | +7.06% | +6.38% | +0.68% |
| Since inception | +14.06% | +10.50% | +3.56% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.04%₹44 Cr
- Mutual funds5.13%₹2.40 Cr
- Cash and other0.83%₹0.39 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹5.18 Cr
- Net, Sep 2026
- −₹5.18 Cr
- Net, FY to date
- −₹10.97 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Narnolia 5Tx5T Fund returned?
−2.34% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.84%; 3 months: −2.78%; 6 months: 6.77%; 1 year: −2.34%; 2 years: −3.90%; 3 years: 7.52%; 4 years: 10.43%; 5 years: 7.06%; Since inception: 14.06%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 4.75 percentage points ahead.
How much does Narnolia 5Tx5T Fund manage?
₹46.79 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Narnolia 5Tx5T Fund?
Narnolia Velox Advisory, a SEBI-registered portfolio manager (INP000009995), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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