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More transparent than mutual funds

Stocks reflect in your demat account, no inter-scheme holding manipulation.

Invest at prevailing market price

In mutual funds the investor get day-end or next day NAV.

Other Benefits

Wider choice of investment, loan against shares, no exit load etc.

Industry Leaders Theme

Grow with the leaders of today by investing in a portfolio consisting of the top 3 players of their respective industries.

Benchmark - Nifty 100 Index Portfolio Snapshot
  • SIP Amt.NA
  • Top Up Amt. 50,000
  • Time Horizon3 Years
  • Expected CAGR14%
  • No. of Stocks12-18
  • Min. Investment Amt. 3,00,000

Small Cap Theme

Portfolio that invests in good quality and growing small cap companies for long term wealth creation.

Benchmark - Nifty Small Cap 100 Index Portfolio Snapshot
  • SIP Amt.NA
  • Top Up Amt. 50,000
  • Time Horizon7 Years
  • Expected CAGR18%
  • No. of Stocks20-30
  • Min. Investment Amt. 3,00,000

Multi Cap Theme

India’s oldest running Investment advisory portfolio that invests in a diversified set of shares using the ‘growth in value’ philosophy.

Benchmark - Nifty 500 Index Portfolio Snapshot
  • SIP Amt. 25,000
  • Top Up Amt. 1,00,000
  • Time Horizon5 Years
  • Expected CAGR15%
  • No. of Stocks20-30
  • Min. Investment Amt. 5,00,000

New India Theme

Invest in a portfolio of winners that have contributed considerably towards a‘New India’ based on value migration theme.

Benchmark - Nifty 500 Index Portfolio Snapshot
  • SIP Amt. 25,000
  • Top Up Amt. 1,00,000
  • Time Horizon5 Years
  • Expected CAGR15%
  • No. of Stocks15-25
  • Min. Investment Amt. 5,00,000

INDUSTRY LEADING PERFORMANCE

Performance chart
Narnolia Investment Advisory Portfolio Performance (April 2009 to April 2021)
04/09 - 03/11 03/11 - 07/13 08/13 -02/18 03/18 - 04/21
Industry Leaders 126% -9% 196% 29.3
Small Cap - - 507% 25.4
Multi Cap 139% -2% 237% 55.2
New India - - 277% 58.6
VS Benchmarks
Nifty 100 99% -2% 93% 36.2
Nifty Small Cap 100 124% -19% 227% 2.5
Nifty 500 103% -6% 112% 33.5
Event Based Performance
Period Industry Leaders Nifty 100 Small Cap Nifty Small Cap 100 Multi Cap Nifty 500 New India Nifty 500
Aug 2013 - Jan 2018 38.6 17.0 54.4 30.6 30.4 19.3 33.0 19.3
Feb 2018 - April 2021 6.4 8.4 5.3 -0.9 13.1 7.8 14.1 7.8
1st Jan 2020 - 23rd March 2020 -31.7 -37.1 -31.3 -42.2 -36.5 -36.8 -32.0 -36.8
24th March 2020 - 30th April 2021 90.4 91.6 126.2 154.0 114.9 98.1 95.7 98.1
1st Jan 2020 - 30th April 2021 30.1 20.6 55.4 46.8 36.5 25.2 33.1 25.2

*Returns Greater than 1 year are CAGR returns rest are Absolute returns

Calendar Year wise Performance
Calendar Year Industry Leaders Nifty 100 Small Cap Nifty Small cap 100 Multi Cap Nifty 500 New India Nifty 500
2010 36.3 17.9 - - 31.1 14.1 - -
2011 -22.7 -25.8 - - -21.1 -27.2 - -
2012 44.0 30.6 - - 35.8 31.8 - -
2013 3.3 6.5 - - 7.1 3.6 - -
2014 68.7 33.2 91.4 55.0 60.3 37.8 64.8 37.8
2015 25.9 -2.4 37.9 7.2 16.3 -0.7 16.4 -0.7
2016 15.6 3.6 14.5 2.3 3.1 3.8 8.6 3.8
2017 36.9 31.0 67.3 57.3 34.9 35.9 39.1 35.9
2018 -8.2 1.1 -25.1 -29.1 -4.7 -3.4 -2.0 -3.4
2019 8.0 10.4 0.3 -9.5 17.8 7.7 19.5 7.7
2020 22.8 14.9 37.2 21.5 24.3 16.7 25.3 16.7
2021 6.0 5.0 13.3 20.8 9.8 7.3 6.2 7.3
Financial Year - wise Performance
Financial Year Industry Leaders Nifty 100 Small Cap Nifty Small cap 100 Multi Cap Nifty 500 New India Nifty 500
2010-11 11.8 10.1 - - 16.7 7.3 - -
2011-12 -4.0 -9.0 - - -3.0 -8.7 - -
2012-13 5.4 7.3 - - 2.9 5.1 - -
2013-14 25.2 18.3 - - 22.8 17.7 - -
2014-15 83.0 29.1 101.1 52.3 65.2 33.6 70.5 33.6
2015-16 1.8 -8.1 -0.5 -13.1 1.2 -7.5 2.5 -7.5
2016-17 43.5 20.9 71.6 43.0 29.5 23.9 35.3 23.9
2017-18 15.9 10.7 22.0 11.6 10.8 11.5 12.2 11.5
2018-19 4.5 12.5 -11.2 -14.4 5.8 8.4 9.4 8.4
2019-20 -22.3 -25.9 -29.8 -46.1 -20.2 -27.6 -11.9 -27.6
2020-21 67.5 69.6 104.8 125.7 87.3 76.0 73.9 76.0
2021-22 0.1 -0.1 2.9 5.6 2.4 0.4 -0.8 0.4

**Inception date for Industry Leaders & Multi cap is 1st October 2009 & for New India & Small cap is 1st April 2013 so returns are calculated accordingly & for calendar Year 2021, returns are YTD, as on 30th April 2021, for Financial year 2021-22 returns are YTD, as on 30th April 2021, not full year

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