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

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

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 0.29%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Nippon India Indian Economic Transformation PMS Strategy or Investment Approach - PMS Details

Strategy Name

Indian Economic Transformation

Start Date

22 October 2018

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Varun Goel

1 Yr. Return

0.29%

3 Yr. Return

13.18%

5 Yr. Return

20.46%

Nippon India Indian Economic Transformation Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

32

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Nippon India Indian Economic Transformation 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 Indian Economic Transformation PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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