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Negen Special Situations & Dynamic Allocation Strategy

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Negen Capital Services Pvt Ltd
Fund Managers Neil Bahal
Benchmark BSE 500 TRI
Share: f x in w

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.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Negen Special Situations & Dynamic Allocation Strategy

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Negen Capital Services Private Lmited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹1384.71 2.45 10.39 1.77 -0.35 11.71 24.59 20.91 21.12 17.10
Benchmark NA -0.17 -2.34 -5.39 -0.07 4.14 13.46 13.31 12.29 12.75
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Neil Bahal

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.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the minimum portfolio size required to subscribe to the Negen Special Situations & Dynamic Allocation Strategy? +

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.

2. Which index does the Negen Special Situations & Dynamic Allocation Strategy utilize to benchmark its alpha? +

The strategy tracks and evaluates its trailing performance records, absolute returns, and internal risk metrics against the comprehensive BSE 500 TRI (Total Returns Index).

3. What core asset classes and event catalysts does the Negen Special Situations & Dynamic Allocation Strategy target? +

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.

4. How does the Negen Special Situations & Dynamic Allocation Strategy adapt its cash exposure during market downturns? +

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.

5. How long has the Negen Special Situations & Dynamic Allocation Strategy been operational in India? +

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.

Section: Contact Us
Get In Touch

Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.

“Value Investing and Special Situations” – Does Merge and Acquisition Create Value? | Negen Capital
Spotify - Podcast
“Value Investing and Special Situations” – Does Merge and Acquisition Create Value? | Negen Capital
YouTube · Webinar
“Value + Growth” Investing Strategy, but with a Twist – Neil Bahal – Negen Capital PMS

Get In Touch

Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Section: Insights & Articles
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