Nuvama Public Markets

We pride ourselves on our commitment to transparency, risk management, and the relentless pursuit of value, ensuring that our clients entrust their assets to a team that stands as a beacon of stability and growth.

With our finger on the pulse of ever-evolving trends, our strategies are handcrafted to harness the unmatched energy of India's vibrant public markets.

Our expertise in public equities is your compass to navigate through the dynamic markets and to transform volatility into opportunity.

AUM as on June'25

INR 5,200+ Cr.

Strategies

4 strategies

Investments Team

8+ Professionals

Our Offerings
Long-Short
Mid-Small Cap
Absolute Returns
Flexi Cap

Our Offerings

EDGE

A unique solution to manage market fluctuations by cushioning the downfall during adverse markets while providing an alpha over the long term.

NEXT

Mid and small cap focused equity portfolio designed to participate in India’s $10+ trn

Absolute Returns Strategy

Deploying low-risk and low-exposure strategies across uncorrelated asset classes to smoothen out volatility and generate absolute returns

Flexicap

High-conviction equity portfolio investing across the market cap spectrum focusing on inflexion points within profit cycles

Nuvama Enhanced Dynamic Growth Equity [EDGE]

THE EDGE OF EQUITY INVESTING

Consistent Equity Returns

Aims to deliver consistent equity like returns over 1-3 years while lowering the portfolio volatility

Limits Downside

Limits the downside during corrections, increases the potential to generate alpha over long term

High Sharpe ratio

Not just another benchmark hugging portfolio, complements your long only equities porrfolio

Launched

April 2021

Nuvama Equities Expansion Target [NEXT]

THE NEXT LEVEL OF GROWTH

The Opportunity

Small and Mid Caps High earnings growth expectations, selection rigor by an experienced team

Investment Themes

Premiumization of consumption
Globalization India's time in global trade
Transformation of nation’s infra

Growth Portfolio

30-35 High quality companies
with a potential to multiply 2x in 3-5 years

Launched

July 2023

Nuvama Absolute Return Strategy

A debt multiplier offering predictable yields

Alternative to Debt

Debt multiplied returns in a low real rates world

Attractive Product Design

Periodic liquidity in a debt-like offering via a DPMS structure with pass-through taxation

Experienced Team

Amongst the leaders in the equity long-short space basis performance, having delivered ~8% alpha over the benchmark in FY23

Multi Asset Class Strategy

One of the few offerings in the space investing across multiple uncorrelated asset classes to reduce risk

Launched

June 2023

Performance Updates

Fund / Benchmark

3M

6M

12M

24M

36M

Since Inception

EDGE*

7.8%

4.8%

6.5%

21.0%

23.2%

18.9%

NIFTY50 TRI

9.0%

8.7%

7.5%

16.7%

18.7%

15.4%
*Data as of June'25. Fund inception date: 5th Apr’21. Returns are for Class A1, net of management fees and expenses, gross of performance fees and taxes.
All numbers mentioned are in INR unless specified. Source: NSE India for Nifty 50 TRI.

Fund / Benchmark

3M

6M

12M

Since Inception
CAGR

NeXT

14.2%

-4.0%

6.3%

21.6%

BSE 500 TRI

10.8%

5.9%

5.1%

20.4%
*Data as on June'25. Fund inception date: 6th Jun’23. *Strategy returns are net of fees and expenses basis TWRR (Time Weighted Rate of Return) against gross benchmark returns. BM Index data source: CRISIL

Fund / Benchmark

3M

6M

12M

24M

Since Inception
CAGR

Nuvama Absolute Returns Fund*

6.5%

8.0%

10.9%

13.4%

13.2%

CRISIL Composite Bond Index

2.2%

4.7%

9.2%

8.4%

8.0%
*Data as on June'25. Fund inception date: 6th Jun’23. *Strategy returns are net of fees and expenses basis TWRR (Time Weighted Rate of Return) against gross benchmark returns. BM Index data source: CRISIL

Fund / Benchmark

3M

6M

12M

Since Inception

Nuvama Multi-Asset Strategy Returns Fund*

8.1%

7.5%

14.7

14.4%
Data as on June'25. Fund inception date: 28th May’24. *Strategy returns are net of fees and expenses at the fund level since strategy inception.

Fund / Benchmark

3M

6M

Since Inception

Nuvama India EDGE Fund*

6.0%

3.8%

-4.5%

Nifity50 USD

8.1%

7.7%

-2.0%
*Data as on June'25. *Fund inception: 17th Sep’24, NAV and returns are in USD. Fund returns are net of management fees and expenses, pre-tax and preperformance fees vs gross benchmark returns. Benchmark returns are of Nifty 50 USD. Source: NSE India for Nifty 50 USD.

Fund / Benchmark

3M

6M

12M

24M

Since Inception
CAGR

LEAP

7.6%

4.5%

3.8%

19.3%

15.6%

Nifity 50

8.5%

7.9%

6.3%

19.8%

16.0%
*Data as of June'25. Index inception date: 10th Jun’22​.

801-804, Wing A, Building No. 3, Inspire BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 05

NAML.sales@nuvama.com Info.im@nuvama.com CS.im@nuvama.com

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