Nippon Life India Asset Management Ltd • Equity
Concentrated Portfolio is an equity portfolio management service (PMS) strategy run by Nippon Life India Asset Management Ltd, launched on 1 Jan 2008. As of 30 Sep 2026, it manages ₹13.9 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -6.78% over 1 year, +6.40% over 3 years and +5.93% over 5 years (+8.27% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.80 percentage points behind of its benchmark. Its 3-year return ranks 380th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Gurbir Singh Chopra.
Ranked nearby on 3-year return: Q India Responsible Returns Strategy (+6.43%), Diversified equity (+6.42%), Pearl Portfolio (+6.37%), Guardian Asset Management Pvt Ltd-Multi Cap (+6.32%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.92% |
| 3 Months | -2.29% |
| 1 Year | -6.78% |
| 3 Years | +6.40% |
| 5 Years | +5.93% |
| Since Inception | +8.27% |
| management fee | Fixed Fees: AMC Charge : 2.50% |
| exit load | 1st Year : 3% 2nd Year : 2% 3rd Year : 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callConcentrated Portfolio has a 1-year return of -6.78%, a 3-year return of +6.40%, a 5-year return of +5.93% and +8.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Concentrated Portfolio returned +5.93% against +8.91% for the BSE 500 TRI, 2.98 percentage points behind. Over 3 years it returned +6.40% against +9.20%; Over 1 year it returned -6.78% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Concentrated Portfolio's 3-year return of +6.40% ranks 380th as of 30 Sep 2026.
Concentrated Portfolio is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹13.9 Cr of client assets as of 30 Sep 2026.
Concentrated Portfolio manages ₹13.9 Cr of client assets as of 30 Sep 2026.
The fee structure for Concentrated Portfolio includes: management fee: Fixed Fees: AMC Charge : 2.50%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Concentrated Portfolio is ₹50 Lakhs.
Concentrated Portfolio was launched on 1 Jan 2008. It has an 18-year track record.
Description
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