Nippon Life India Asset Management Ltd • Equity
Emerging India Portfolio Systematic Rebalancing Option is an equity portfolio management service (PMS) strategy run by Nippon Life India Asset Management Ltd, launched on 8 Jul 2019. As of 30 Sep 2026, it manages ₹4.26 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.04% over 1 year, +14.13% over 3 years and +13.01% over 5 years (+16.31% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.93 percentage points ahead of its benchmark. Its 3-year return ranks 135th 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: ValueQuest Growth (+14.18%), Emerging Corporates India Portfolio (+14.16%), Maximal Pathfinder Value Fund (+14.13%), Invesco India Caterpillar Portfolio (+14.10%).
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 | -4.81% |
| 3 Months | -0.23% |
| 1 Year | +8.04% |
| 3 Years | +14.13% |
| 5 Years | +13.01% |
| Since Inception | +16.31% |
| 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 callEmerging India Portfolio Systematic Rebalancing Option has a 1-year return of +8.04%, a 3-year return of +14.13%, a 5-year return of +13.01% and +16.31% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Emerging India Portfolio Systematic Rebalancing Option returned +13.01% against +8.91% for the BSE 500 TRI, 4.10 percentage points ahead. Over 3 years it returned +14.13% against +9.20%; Over 1 year it returned +8.04% 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, Emerging India Portfolio Systematic Rebalancing Option's 3-year return of +14.13% ranks 135th as of 30 Sep 2026.
Emerging India Portfolio Systematic Rebalancing Option is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹4.26 Cr of client assets as of 30 Sep 2026.
Emerging India Portfolio Systematic Rebalancing Option manages ₹4.26 Cr of client assets as of 30 Sep 2026.
The fee structure for Emerging India Portfolio Systematic Rebalancing Option includes: management fee: Fixed Fees: AMC Charge : 2.50%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Emerging India Portfolio Systematic Rebalancing Option is ₹50 Lakhs.
Emerging India Portfolio Systematic Rebalancing Option was launched on 8 Jul 2019. It has a 7-year track record.
Description
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