Shailendra Kumar
Co-founder & CIO, Narnolia
Shailendra Kumar is the Co-Founder & CIO of Narnolia. Under his leadership, Narnolia has received numerous awards including ‘Most Consistent Portfolio Manager’ and is considered a premium investment advisory firm. He is known for his deep understanding of Investment theories, Stock-selection and Portfolio allocation. He has successfully developed and implemented all four major investing and trading strategies namely, value, growth, reversion and momentum. His preferred investing style is ‘growth in value’. Shailendra has a strong academic orientation having authored as well as mentored numerous financial publications. He has done extensive work on corporate valuation and derivative pricing. He has written as well as guided several finance research papers. Shailendra holds a post-graduate degree from IIT, Delhi.
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Narnolia Financial Services Ltd Multicap Strategy | 28 Mar 2012 | 355.71 | 6.30% | 12.24% | 11.13% | 14.31% | ND% | 15.60% |
| Narnolia Financial Services Ltd TX5T | 04 May 2015 | 43.18 | 3.00% | 12.54% | 14.30% | 15.29% | ND% | 15.87% |
| Narnolia Financial Services Ltd Fusion Opportunity | 26 Sep 2022 | 37.68 | -16.11% | 4.80% | 19.11% | - | - | 17.83% |
| Narnolia Financial Services Ltd Large Cap | 28 Mar 2012 | 109.1 | 8.78% | 19.73% | 16.85% | 16.62% | ND% | 16.66% |
| Narnolia Financial Services Ltd Mid and Small Cap | 04 May 2015 | 142.45 | -1.77% | 13.73% | 20.40% | 17.69% | ND% | 18.83% |
| Narnolia Financial Services Ltd Multi Asset Strategy | 26 Aug 2019 | 77.15 | 6.79% | 14.07% | 13.97% | 17.05% | - | 16.71% |
