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Premium Access PMS

Absolute Freedom Portfolio Systematic Rebalancing Option

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Fund Managers Sundeep Sikka
Benchmark BSE 500 TRI
Share: f x in w

About Company

Nippon Life India Asset Management Limited

Nippon Life India AIF Management Limited is wholly owned by Nippon Life India Asset Management Limited.The asset manager of Nippon India Mutual Fund is Nippon Life India Asset Management Limited (NAM India) (NIMF). Nippon Life Insurance Company is the promoter of NAM India, owning 74.95 percent of the company's total issued and paid-up equity share capital. NAM India's equity shares are traded on the BSE Limited and the National Stock Exchange of India Limited. Nippon Life Insurance Company ("NLI") is Japan's leading private life insurer, offering a diverse range of financial products, including individual and group life and annuity policies, through a variety of distribution channels, with traditional insurance products primarily sold through face-to-face sales channels. Its primary markets are Japan, North America, and Europe.and Asia, with the company's headquarters in Osaka, Japan. NLI handles assets in Asia through its subsidiary Nissay Asset Management Corporation ("Nissay"), which also manages assets abroad.NAM India is India's largest asset manager, with a client base of over 5 million investors across businesses such as mutual funds, ETFs, portfolio management services, pension funds, alternative investments, offshore strategies, and international advisory services to clients worldwide in asset classes such as debt, equity, and real estate.NAM India has the most extensive reach, with over 42,500 third-party distributors, over 160 customer touch-points, and one of India's largest and most experienced investing teams across Equities, Fixed Income, Quant, and Alternative Investments.

 

 

Absolute Freedom Portfolio Systematic Rebalancing Option

Fund Snapshot

PMS Provider Name

Nippon Life India Asset Management Ltd

Benchmark

BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

08/07/2019

Age

6.5 Years

Min. Inv. Amount

5000000

Fund Manager

Gurbir Singh Chopra

1 Month Turnover

0.17

1-Year Turnover

1.00

AUM CR

₹4.99

 

Purpose

To generate outsize returns over 3-5 years through a portfolio that may predominantly invest in large-cap stocks and selectively in quality mid-cap, small cap and micro-cap stocks.

Fixed Fees Structure

AMC Charge: 2.50%

Exit Load

  • 1st Year: 3% 
  • 2nd Year: 2% 
  • 3rd Year: 1%

 

Make Your Portfolio Stronger by Being Selective

 

More investments don't always mean better results. AltPort Funds focuses on being selective – choosing quality strategies over just having a lot of different things. This keeps your portfolio focused and avoids spreading it too thin. By concentrating on well-thought-out opportunities, we help you get meaningful results without unnecessary complexity or risk.

 

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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.

Absolute Freedom Portfolio Systematic Rebalancing Option

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.

Nippon Life India Asset Management Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹1.99 5.52 10.46 10.65 11.35 5.35 15.84 15.66 13.12 13.47
Benchmark NA -0.09 3.86 1.43 4.72 -0.11 12.09 11.90 10.91 14.80
Section: Fund Leadership
Meet the Fund Managers

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

Sundeep Sikka

Sundeep Sikka

Sundeep Sikka serves as the ED & CEO of Nippon Life India Asset Management (NAM India), bringing over 28 years of experience in financial services with deep expertise in asset management. A Commerce graduate and MBA in Finance from Savitribai Phule Pune University, and an alumnus of the Advanced Management Program at Harvard Business School, he joined the company in 2003 and became CEO in 2009, emerging as one of the youngest leaders in the Indian asset management industry. Under his leadership, the firm strengthened its process-driven, risk-focused governance framework, acquired the India mutual fund business of Goldman Sachs in 2016, became the first asset management company in India to list via IPO in 2017, and saw Nippon Life Insurance become its primary shareholder in 2019. He has also held key leadership roles across industry bodies, including Chairman and Vice-Chairman of Association of Mutual Funds in India (AMFI), and contributed to committees at RBI, CII, NSDL, FICCI, and IFSCA.

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