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 Jun'26

INR 4,700+ 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

Strategy / Benchmark

1M

3M

6M

1Y

2Y(CAGR)

3Y(CAGR)

5Y(CAGR)

SI(CAGR)

SI(ABS)

EDGE*

0.5%

12.1%

-6.3%

-1.4%

2.4%

13.0%

13.8%

14.7%

105.2%

NIFTY50 TRI

1.7%

7.4%

-8.1%

-5.4%

0.8%

8.8%

10.0%

11.1%

73.7%
*Data as of Jun'26. Fund inception date: 05-Apr-21, Data as of June'26. 365-day convention used for risk ratios. Returns for EDGE are post fees and expenses against gross benchmark returns. Source: NSE for Nifty50 TRI. *TTM: Trailing Twelve months

Strategy / Benchmark*

1M

3M

6M

1Y

2Y (CAGR)

Since Inception (CAGR)

NeXT

5.4%

32.6%

14.0%

5.8%

6.1%

15.6%

BSE 500 TRI

1.7%

12.1%

-3.5%

-2.0%

1.5%

14.2%
*Data as on Jun'26. 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

Strategy / Benchmark*

1M

3M

6M

1Y

2Y(CAGR)

Since Inception (CAGR)

NARS

2.2%

6.2%

-3.1%

0.1%

5.3%

8.7%

CRISIL Composite Bond Index

2.4%

3.5%

2.9%

4.9%

7.0%

7.1%

NARS portfolio standard deviation (%)

6.9%
*Data as on Jun'26. 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

1M

3M

6M

1Y

Since Inception(CAGR)

Nuvama Multi-Asset Strategy Returns Fund (NARS+)*

2.8%

8.0%

-0.7%

5.3%

10.0%

NARS+ portfolio standard deviation (%)

7.9%
Data as on Jun'26. Fund inception date: 28th May’24. *Strategy returns are net of fees and expenses at the fund level since strategy inception

Strategy / Benchmark*

1M

3M

6M

12M

Since Inception (CAGR)

Since Inception (Abs)

Nuvama India EDGE Fund*

1.6%

10.9%

-11.1%

-13.2%

-10.0%

-17.1%

Nifity 50 USD

1.7%

7.1%

-13.3%

-15.3%

-9.9%

-16.9%
*Nuvama India EDGE Fund, domiciled in GIFT City, Data as of June'26.*Fund inception: 17th Sep'24, NAV and returns are in USD. Fund returns are net of management fees and expenses, pre-tax and pre-performance fees vs gross benchmark returns. Benchmark retums are of Nifty 50 USD. Source: NSE India for Nifty 50 USD.^Fund benchmark has been updated to Nifty 50 USD effective Jun'25.

Index / Market

1M

3M

6M

12M

2Y(CAGR)

3Y(CAGR)

Since Inception (Abs)

Since Inception (CAGR)

LEAP

0.2%

9.8%

-4.6%

-3.0%

0.4%

8.4%

51.2%

10.7%

Nifity 50

1.7%

7.2%

-7.7%

-6.2%

-0.1%

7.7%

47.8%

10.1%
*Data as of Jun'26. Index inception date: 10th Jun'22​.