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 Sep'24

INR 4,500 Cr.+

Strategies

4 strategies

Investments Team

6 Professionals

Our Offerings

Long-Short
Mid-Small Cap
Absolute Returns

Our Offerings

EDGE

A better way to participate in the equity markets, complements the long only portfolio.

NeXT

Mid-Small Cap focused Equities portfolio designed to deliver the next leg of growth.

Absolute Returns Strategy

A debt Multiplier offerings predictable yields

LEAP

India's largest actively managed custom index used as a benchmark for Market Linked Debentures

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

Debt multiplier products offerings predictable yield by investing in multiple uncorrelated asset classes to deliver consistent returns over a 12-month horizon across market cycles

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

1M

3M

6M

12M

24M

36M

Since Inception

EDGE

1.6%

9.4%

22.8%

45.9%

31.6%

22.3%

24.3%

NIFTY50 TRI

2.3%

7.8%

16.6%

33.0%

24.2%

14.9%

19.1%
*Data as of Sep'24. Returns are for Class A1, net of management fees and expenses, gross of performance fees and taxes.
Fund inception date: 5th Apr’21.

1M

3M

6M

12M

Since Inception

NeXT

2.4%

15.4%

33.0%

51.1%

46.2%

BSE 500 TRI

2.1%

7.7%

20.2%

41.1%

37.3%
*Data as on Sep'24. NeXT strategy deployment began on 10th Jul’23. Strategy returns are net of fees and expenses basis TWRR against gross benchmark returns. BM data source: BSE

1M

3M

6M

12M

Since Inception

Nuvama Absolute Return Strategy

0.2%

3.0%

7.9%

16.2%

14.9%

CRISIL Composite Bond Index

1.1%

2.9%

4.7%

9.3%

7.9%
*Data as on Sep'24. Inception date: 6th Jun’23. *Strategy returns are net of fees and expenses basis TWRR against gross benchmark returns. BM Index data source: CRISIL

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

NAML.sales@nuvama.com

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