NS 5Tx5T

What is NS 5Tx5T?
Thematic Portfolio created with multiple themes which have potential to grow based on opportunities
created as Indian Economy moves to $5 Trillion.

Key Features

Identify & Invest in 360 Degree Deductive Multicap Portfolio

Multiple themes logic framework of 15-20 stocks
(Ideally 4-6 Themes) & Growth in Value.

Investment Universe, Process & Strategy

• Stock selection procedure involving broad processes
– A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver
superior risk adjusted returns on absolute, relative and consistent basis.
– Principle of “Growth in Value” style of investing & principle of linearity, i.e. investing in businesses, where the
improvement in fundamentals is linear (gradual) which gives an opportunity for valuation multiple expansion, along
with earnings growth.
– Maximum allocation in a stock: 10% while maintaining sector diversity

USPUSP
USP
Passive Largecap
Strategy identifies
Focussed
opportunity in
Unique
Stratgey
the Indian
Stratgey Focusing On Investing
In The Industry Leaders Of Today
market
Using Quantitative &
themes Fundamental
based Strong process & bottoms up
Framework
selection methodology.
Backed By Quality Management
Which Are Focussed On Innovation

Rebalancing Strategy
• If portfolio stocks underperform for two consecutive swings and exhibit higher volatility, those stocks get marked for Sell/Review
• Corporate governance issue in the company

For Whom?
Investors with aggressive risk appetite and an investment horizon of minimum 3-5 years

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
15-25 Nifty 500 Aggressive 3-5 years
RIA

RIA: Narnolia Investment Advisors Pvt. Ltd.

 NS 5Tx5T Performance

Jun-22(%) 3 M(%) 6M(%) 1 Yr.(%) LTD(%)

NS 5TX5T -3.86 -11.28 -16.14 -2.55 6.92

NIFTY 500 -5.18 -10.12 -10.73 -0.64 5.8

*Launch Date April 2021.Model Portfolio Performance as on 30th June 2022, computed from launch date. Clients Actual Portfolio
Stocks/ Returns May Vary depending on their entry date. LTD Returns are CAGR

Top Stock Holding

SBI LIFE
ICICI AVENUE
SBI TCS INSURANCE
BANK SUPERMARTS
COMPANY

SIP LUMP SUM

Option: Systematic investment on Dates (1,8,18,22) Option: One Time Investment

Min Amount: Rs. 25,000 Min Amount: Rs. 5 lakhs

Top Up: Min Rs. 1,00,000 & in multiples of Rs. 1000

Top Up: Investment will be done in LUMP SUM MODE
Subscription mode: Upfront Subscription or Fixed
Subscription mode: Only Fixed Fee Model
Fee Model
Withdrawal: Full
Withdrawal: Full or Partial

Charges of NS 5Tx5T

Upfront Subscription Fixed fees Model

RIA Charges: 2% p.a. (Chargeable Half Yearly at 1% Max Fees 1.25 lakhs
upfront for 6 months on daily average RIA Charges: 20% Performance Fees above 10% Hurdle rate
AUA) (Charged quarterly) Higher water marked with
Brokerage: 0.50% + statutory costs Maximum Fees cap at `1.25 Lakh
Exit Load: 0.5%
Brokerage: 1.00% + Statutory costs

How to subscribe to Charges of NS 5Tx5T Subscription through MOFSL?

Log in to MO Investor App > From Main menu select Invest Now
Step 1:
Log in to MO Investor Web > Select Help Me Invest

Step 2: Select Intelligent Advisory Products > Select NS 5Tx5T Step 5: Select Subscription Model

Step 3: Select Start SIP or Lumpsum Step 6: RIA Generates Advice

Step 4: Complete KYC & Risk profiler Step 7: You give consent & Invest In Portfolio

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Intelligent Advisory Portfolios

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