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Nexus Equity Growth Fund – Portfolio Management Services (PMS)

Nexus Equity Growth Fund is structured as a Category III Alternative Investment Fund (AIF) with a primary objective of identifying and capitalizing on investment prospects within the small and microcap segments. The fund's investment approach encompasses Initial Public Offerings (IPOs), pre-IPO opportunities, and secondary market transactions, providing a holistic exposure to micro and small capitalization companies. Our investment methodology is predicated on the systematic selection of emerging businesses within the micro and small-cap universe that exhibit substantial growth potential and are typically less prevalent in conventional investment allocations. Nexus Equity Growth facilitates investor participation in a range of opportunities by integrating investments in smaller enterprises with secondary market transactions. We are committed to offering Indian and international investors a platform to participate in the burgeoning small business investment ecosystem, utilizing our specialized knowledge to navigate this dynamic sector.

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Nexus Equity Growth Fund Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Nexus Equity Growth Fund SCH 1

Small Cap 23.52% — — Dec 2024

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Kushal Shah

Fund Manager

Kushal Shah, a Chartered Accountant (CA), brings a robust background in market analysis, financial forecasting, and corporate financial strategy to our platform. His prior engagements with prominent corporations and credit rating agencies have cultivated a deep comprehension of capital markets. Kushal effectively oversees a varied portfolio of equity investments, employing his specialized skills to adjust strategies in alignment with dynamic market shifts. Characterized by his meticulous analytical approach and strategic foresight, Kushal prioritizes the enhancement of investment returns and the safeguarding of portfolio stability. His dedication lies in fostering sustained client growth and proactively identifying avenues for improved financial outcomes.

Mr Manthan Jhaveri

Fund Manager

Manthan Jhaveri, a Chartered Accountant and CFA Level 2 candidate, possesses extensive knowledge of capital markets and portfolio management. His prior experience includes rigorous research and institutional equities work at prominent financial firms. Mr. Jhaveri is committed to generating enhanced risk-adjusted returns for clients by employing a disciplined, research-informed investment methodology. His strategy combines sophisticated analytical tools with a thorough comprehension of market forces to develop customized investment plans. Renowned for his strategic acumen and dedication to superior performance, Mr. Jhaveri effectively manages intricate financial environments to secure optimal results for investors.

Interested in Nexus Equity Growth Fund?

Get in touch with our partner to learn more about Nexus Equity Growth Fund's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: IN/AIF3/24-25/1635

Registered Office: E-4, Rajyash Uniza, Above Starbucks, Satellite, Ahmedabad-380015

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)