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Nippon India Emerging PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Nippon India Emerging PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.31.52 Cr.

Over the last 1 year, it delivered a strong return of 5.8%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Nippon India Emerging PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging

Start Date

07 April 2017

Category

Mid Cap

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.31.52 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Gurbir Singh Chopra

1 Yr. Return

5.80%

3 Yr. Return

18.30%

5 Yr. Return

15.90%

Nippon India Emerging Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

32

Top 5 Stocks%

21.34%

Top 5 Sectors%

63.82%

Portfolio Age

9 Yrs, 2 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Nippon India Emerging PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Nippon India Emerging PMS Investment Approach - Portfolio Composition

Large Cap

8.41%

Mid Cap

33.41%

Small Cap

52.10%

Cash & Equivalent

6.18%

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Nippon India Emerging Portfolio Strategy - Top 5 Sectors

Financial Services

32.23%

Healthcare

11.07%

Automobile and Auto Components

5.65%

Information Technology

6.17%

Capital Goods

8.70%

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