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Public Markets

Innovative solutions designed to capture the immense energy of India's vibrant public markets   

Nuvama Public Markets

We pride ourselves on our commitment to transparency, risk management, and the relentless pursuit of value, ensuring that our clients entrust their assets to a team that stands as a beacon of stability and growth.

With our finger on the pulse of ever-evolving trends, our strategies are handcrafted to harness the unmatched energy of India's vibrant public markets.  

Our expertise in public equities is your compass to navigate through the dynamic markets and to transform volatility into opportunity.   

AUM as on Dec'23

INR 1,670 Cr.+

Strategies

3 strategies

Investments Team

5  Professionals

Our Offerings

Long-Short
Mid-Small Cap
Absolute
Returns

Our Offerings

EDGE

A better way to participate in the equity markets, complements the long only portfolio.

Absolute Returns Strategy 

A debt Multiplier offerings predictable yields 

NeXT

Mid-Small Cap focused Equities portfolio designed to deliver the next leg of growth. 

LEAP

India's largest actively managed custom index used as a benchmark for Market Linked Debentures

Nuvama Enhanced Dynamic Growth Equity [EDGE]

THE EDGE OF EQUITY INVESTING

Consistent Equity Returns

Aims to deliver consistent Equity like returns over 1-3 years while lowering the portfolio volatility

Limits Downside

Limits the downside during corrections, increases the potential to generate alpha over long term

High Sharpe ratio

Not just another benchmark hugging portfolio, complements your long only equities porrfolio

Launched

April 2021

Nuvama Equities Expansion Target [NEXT]

THE NEXT LEVEL OF GROWTH

The Opportunity 

Small and Mid Caps

High earnings growth expectations, selection rigor by an experienced team

Investment Themes

Premiumization of consumption 

Globalization India's time in global trade

Transformation of nation’s infra

Growth Portfolio

30-35 High quality companies

with a potential to multiply 2x in 3-5 years 

Launched

May 2023

Nuvama Absolute Return Strategy

A debt multiplier offering predictable yields

Alternative to Debt

Debt multiplied returns in a low real rates world

Attractive Product Design

Periodic liquidity in a debt-like offering via a DPMS structure with pass-through taxation

Experienced Team

Amongst the leaders in the equity long-short space basis performance, having delivered ~8% alpha over the benchmark in FY23

Multi Asset Class Strategy

One of the few offerings in the space investing across multiple uncorrelated asset classes to reduce risk

Launched

Aug 2023

Performance Updates

1M
3M
6M
12M
24M
(CAGR)
Since Inception (CAGR)
EDGE
7.3%
11.7%
15.3%
24.1%
18.0%
19.7%
Nifty 50 TRI
7.9%
10.9%
13.8%
12.3%
13.2%
16.9%
NEXT strategy deployment began on 10th Jul’23, portfolio returns against benchmark basis TWRR Numbers as on Dec'23
Data as of Dec’23. Returns are for Class A1/V1, net of management fees and expenses, gross of performance fees and taxes. Fund inception date: 5th Apr’21.
1M
3M
Since Inception (Abs)
NeXT
1.0%
13.2%
19.5%
BSE 500 TRI
8.0%
12.4%
17.5%
Nuvama Absolute Returns Fund
1M
3M
Since Inception (Abs)
0.8%
3.5%
7.1%
CRISIL Composite Bond Index
1.0%
1.6%
1.8%
As on Dec'23. Inception date: 6th Jun’23
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