Nippon India – High Conviction fund

About Company

Fund Snapshot

Year of Inception 2014
Number of Stocks 15-20
Investment Horizon Medium to Long Term
Fund Managers Varun Goel

Investment Philosophy

  • The aim of Nippon India High Conviction 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.
  • With a Buy & Hold approach, the Nippon India High Conviction fund tends to optimise compounding, resulting in a low churn.
  • Based on their return potential, judicious allocation to large cap, midcap, and small-cap stocks is implemented.
  • Attempt to build a diversified multi-cap concentrated portfolio of top 20–25 most persuasive investment ideas, ensuring that significant positions are taken in the majority of holdings while preserving sufficient diversification.

Unique Feature

Multi-Cap Concentrated Portfolio

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Fund Manager

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.

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