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Negen PMS

Scheme Rating

IME Scheme Rating

3 of 5 stars

Special Situation Investing: Most of our portfolio companies have a unique combination of Special Situation Investing. We look for ideas from Demerger and Promoter Change with Better Management. These situations have delivered Alpha Returns.

IME Strategy Rating

5 of 5 stars

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.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Negen PMS

Type: Flexi Cap | | AUM ( cr) | Inc Date (7.2)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Negen Special Situation & Technology 53.22 -1.1 84.6 39.2 0.2 -32.6
S&P BSE 500 TRI 26.6 4.8 30.3 18.3 9 -1.8
Alpha (over Broad Mkt BM) 26.6 -5.9 54.3 20.9 -8.8 -30.8
Nifty Midcap 150 43.7 1.8 45.1 23.9 -0.3 -13.2
Alpha (over Category BM) 9.5 -2.9 39.5 15.3 0.5 -19.4

Fund Managers

Negen Special Situation & Technology

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Special Situation Investing: Most of our portfolio companies have a unique combination of Special Situation Investing. We look for ideas from Demerger and Promoter Change with Better Management. These situations have delivered Alpha Returns. Special Situation Investing: Most of our portfolio companies have a unique combination of Special Situation Investing. We look for ideas from Demerger and Promoter Change with Better Management. These situations have delivered Alpha Returns. 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.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.No notable track record: Neil Bahal does not have a long-term track record of managing 3rd party investments, and is yet to prove his credentials as a fund manager.No notable track record:mNeil Bahal does not have a long-term track record of managing 3rd party investments, and is yet to prove his credentials as a fund manager.Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.Strong Performance: Over the past 5 years, the strategy has demonstrated outstanding performance, consistently outpacing its peers and surpassing the benchmark with ease.Strong Performance: Over the past 5 years, the strategy has demonstrated outstanding performance, consistently outpacing its peers and surpassing the benchmark with ease.

AMC

AMC: (click link for detailed AMC review)