About Company
Negen Capital Services Pvt Ltd
Negen Capital PMS was launched in November 2017. Negen is predominantly a small cap and midcap focused pms with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs and has reached the AUM INR 500 Cr. as on April 2023, having a post fee 3 years CAGR of 56%+. The objective of Negen Capital Special Situations PMS is to create consistent profits for clients in all market conditions, through values of professionalism, transparency, and safety.
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Negen Capital Services Private Limited |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 10/08/2017 |
| Age | 8.10 Years |
| AUM (CR) | ₹1384.71 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The investment objective will be to carry on the activity of a Portfolio Manager Service (PMS) provider as permissible under the SEBI Portfolio Manager regulations in order to provide clients with superior risk adjusted returns.
Fund Philosophy
Special Situations Arbitrage
The core engine of the portfolio exploits hard catalyst corporate actions such as demergers, corporate spin-offs, restructurings, and management changes. These unique events compress value discovery timelines, giving the fund an avenue to unlock absolute alpha unlinked to regular market movements.
Technology Megatrend Bias
Alongside corporate actions, the strategy maintains a permanent structural allocation toward digital platform architectures and future-ready tech ecosystems. The fund actively seeks high-velocity innovators while avoiding outmoded legacy businesses prone to capital erosion and value traps.
Data-Driven Real-Time Scans
The research desk utilizes proprietary real-time structural screening to monitor industrial expansions and project announcements across India. This internal system delivers early warning data indicators regarding emerging structural and cyclical turnarounds across sector classes.
Anti-Cyclical Value Discipline
The stock selection parameters actively screen out capital-intensive public sector undertakings (PSUs), heavy commodities, and erratic cyclical industries. Instead, the strategy prioritizes debt-free corporate franchises displaying superior Return on Invested Capital (RoIC) and clean accounting metrics.
Dynamic Capital Protection
The allocation blueprint remains completely flexible across small-cap and mid-cap spaces, allowing tactical shifts into large-caps or liquid cash when macro environments turn hostile. This dynamic protection allows the manager to lower drawdown risks during corrections.
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Negen Special Situations & Dynamic Allocation Strategy
Benchmark: BSE 500 TRI
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Negen Capital Services Private Lmited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1484.61 | 1.34 | 8.46 | 14.48 | 3.21 | 6.80 | 23.19 | 21.63 | 19.62 | 17.50 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | 11.89 | 13.25 | 12.35 | 12.99 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Neil Bahal
Negen Capital was founded by ‘Neil Bahal’ in June 2007. Negen Capital has vast exposure to Capital Market dealings, and Directors of Negen Capital have been investors for more than 2 decades and have good experience in research and analytical processes. Negen Capital started as a sub-broker to provide securities dealing services to retail clients. Negen Capital forayed into Portfolio Management Services (SEBI registration: INP000005414) in 2017. In December 2021 CRISIL and PMS Bazaar awarded Negen Capital PMS with a 5-star rating in the multi-cap category based on an independent market study. Negen Capital follows a focused investment strategy on Special Situations & Technology Investments.
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To open an active account within the Negen Special Situations & Dynamic Allocation Strategy, a minimum capital entry ticket of ₹50,00,000 (INR 50 Lakhs) is required, in line with SEBI regulatory thresholds for PMS platforms.
The strategy tracks and evaluates its trailing performance records, absolute returns, and internal risk metrics against the comprehensive BSE 500 TRI (Total Returns Index).
The Negen Special Situations & Dynamic Allocation Strategy focuses primarily on public equities within the mid-cap and small-cap domains, specializing in catalyst events like corporate demergers, de-listings, and structural management transitions.
The strategy relies on an agile dynamic allocation framework, allowing the fund manager to aggressively raise cash levels or hold defensive large-caps to shelter investor capital when macroeconomic indicators reveal rising systemic risks.
Boasting a long-standing market track record with a formal launch date registered on August 10, 2017, this specialized strategy holds an operational age of approximately 8.10 years.
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