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Negen PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: While Negen Capital has a clearly articulated and differentiated investment approach, the firm & the fund managers' track record is still too nascent to recommend investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (546cr) | Promoter Category ()

PMS Background

Negen Capital PMS is a young PMS (set up in Nov-2017) set up by Neil Bahal who has run Negen Capital (an investment advisory firm since Jun 2007).

PMS Investment Philosophy

Idea Generation: Most of their portfolio companies are a combination of Special Situation Investing. They look for ideas from Demerger and promoter change with better management. As these situations have delivered alpha returns. 

Mega-Trend: Identify megatrends and invest in companies benefiting from them. Mostly been investing in Consumer Tech companies and being early in this and have generated alpha returns.   

Conservative Approach: Stay away from PSU and cyclical Investments. Sitting on cash and looking for future opportunities

Portfolio Construction
  • Special Situations: when there is value unlocking + cheap valuation + high growth, that is a recipe for re-rating
  • Mega Trends: when cos grow 25-50% structurally with reasonable starting valuation, they are candidates for rerating

Inv Team

Investment Team

Neil Bahal | 2-star rated FM

Fund Manager | 17 yrs Experience | 17 yrs at current firm

Neil Bahal is a graduate of SP Jain Institute of Management & Research. He founded Negen Capital after his post-graduation.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.