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Multi Asset Strategy Return Fund - Nuvama Asset Management Limited

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Multi Asset Strategy Return Fund - Nuvama Asset Management Limited

Benchmark

BSE 500

Inception Date

May 2024

Min. Investment

1,00,00,000

AUM (Cr.)

1042

Investment Performance

Investment Details

The startegy aims to generate steady absolute returns over a 12-month + horizon, with reduced volatility, by investing predominantly in debt with balanced allocation across other asset classes, including special situations, equities and commodities. The fund follows a yield-oriented approach, with an aim to offer 15-17% gross returns through low-risk and low-exposure strategies across uncorrelated / low correlation asset classes to smoothen out portfolio volatility.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUndisclosed
Portfolio Age0 Yrs, 9 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception5.99%ND
1 Month-2.35%ND
3 Months-0.88%ND
6 Months1.37%ND
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