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Emerging India Portfolio

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Category PMS
Company Nippon Life India Asset Management Limited
Fund Managers Varun Goel
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.

 

Nippon India – Emerging India

Fund Snapshot

Year of Inception 2017
Number of Stocks 20-25
Investment Horizon Medium to Long Term
Fund Managers Varun Goel

Investment Philosophy

  • The aim of Nippon India Emerging India fund is to establish long-term wealth for investors by building Benchmark Agnostic Concentrated Portfolios of high-quality stocks focused on fundamental analysis and bottom-up market selection.
  • Investments are made with a Buy & Hold outlook of at least three years.
  • Bottom-up stock selection yields a portfolio that is special and distinguished.
  • Mid-cap portfolio of high-growth emerging companies that are pioneers in their fields or have the potential to be leaders.

Unique Feature

Unique Mid Cap Portfolio Of Emerging Businesses
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.

Emerging India Portfolio

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

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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 ₹27.20 -9.12 -11.55 -9.75 0.16 3.56 17.46 11.87 14.17 13.36
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.76 12.18
Section: Fund Leadership
Meet the Fund Managers

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

Varun Goel

Varun Goel

Varun Goel works as a fund Fund manager at Nippon India and he manages Equity PMS and Equity AIF.` He is MBA in Finance and Marketing from IIM, Lucknow. He has worked with the portfolio management team. He has worked with the Kotak Portfolio Management Team and was a member of the steal side judges platoon, which laboriously tracked about 60 BSE 500 Universe businesses. During this section, he conducted in-depth research of over 100 organizations across industries by commerce with the top operation and dissected corporate financials, including balance distance, profit and loss, and cash inflow statements. Achieved a success/strike rate of 80 percent of suggestions worked, allowing the fund director to exceed the benchmark over three, six, and twelve months. As a Fund Manager, he administers Equity PMS and Equity AIF products for Nippon India.

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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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