Nippon India - Indian Economic Transformation
Nippon India - Indian Economic Transformation

Nippon India - Indian Economic Transformation

  • Nippon Life India Asset Management Ltd
  • MULTI CAP AND FLEXI CAP
  • 68
    Out of 116*
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PMS Bazaar
Portfolio age6 years, 9 months
3.17%
3.54%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.18%)
Allocation by Market Cap
Small Cap (21.7%)
Mid Cap (12.21%)
Large Cap (44.91%)
Sector Holdings
  • Financial Services23.72%
  • Capital Goods10.13%
  • Consumer Services5.61%
  • Oil, Gas & Consumable Fuels4.71%
  • Construction Materials4.36%
Stock Holdings
  • Cash & Cash Equivalents7.18%
  • HDFC Bank Ltd7.09%
  • Reliance Industries Ltd4.71%
  • Birla Corporation Ltd4.36%
  • Bharti Airtel Ltd4.32%

bt_logoPORTFOLIO MANAGERS

Varun Goel
  • Manager Rank109 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.88%
Profile

Mr. Varun has more than a decade of experience in fund management focused on Indian Equities. His endeavour is to offer the investors the best risk-adjusted returns. He has been successful in identifying themes and stocks that have provided multiplier returns. He iscurrently associated with Reliance AIF Management Company and earlier was Vice President and Fund Manager with Motilal Oswal Asset Managenent Company. He pursued his MBA, Finance and Marketing from IIM, Lucknow and B. Tech, Mechanical Engineering from IIT, Delhi.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
10 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
155 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
16 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
187 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
155 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth Rs 82749.97 crores. Its current offering of PMS schemes includes 1 Mid Cap, 2 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

82,749.97 (As on Jun, 2025)

Number of Schemes

4
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
10 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
155 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
16 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
187 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Nippon India - Indian Economic Transformation?
There is no option for Hurdle rate.
What is the fixed fee charged in Nippon India - Indian Economic Transformation ?
The fixed fee charged in Nippon India - Indian Economic Transformation is 2.50%.
What is the variable fee charged in Nippon India - Indian Economic Transformation ?
There is no option for Variable fee.
What is the profit sharing in Nippon India - Indian Economic Transformation ?
There is no option for Profit sharing.
What is the minimum investment in Nippon India - Indian Economic Transformation ?
The minimum investment in Nippon India - Indian Economic Transformation is ₹50 Lacs
What type of scheme is Nippon India - Indian Economic Transformation?
Nippon India - Indian Economic Transformation is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Nippon India - Indian Economic Transformation?
The inception date of Nippon India - Indian Economic Transformation is Oct 22, 2018.
What is the exit load of Nippon India - Indian Economic Transformation?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.