Nippon Life India Asset Management Ltd • Equity
High Conviction Equity 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 ₹71.87 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.41% over 1 year, +12.17% over 3 years and +10.33% over 5 years (+14.09% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.97 percentage points ahead of its benchmark. Its 3-year return ranks 204th 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: Bellwether Long Term Growth (+12.22%), Customised Discretionary Portfolio - Equity (+12.18%), Absolute Freedom Portfolio 1 (+12.16%), Tactical Asset Allocation Plan TAAP (+12.16%).
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 | -4.19% |
| 3 Months | +1.56% |
| 1 Year | +4.41% |
| 3 Years | +12.17% |
| 5 Years | +10.33% |
| Since Inception | +14.09% |
| 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 callHigh Conviction Equity Portfolio Systematic Rebalancing Option has a 1-year return of +4.41%, a 3-year return of +12.17%, a 5-year return of +10.33% and +14.09% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, High Conviction Equity Portfolio Systematic Rebalancing Option returned +10.33% against +8.91% for the BSE 500 TRI, 1.42 percentage points ahead. Over 3 years it returned +12.17% against +9.20%; Over 1 year it returned +4.41% 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, High Conviction Equity Portfolio Systematic Rebalancing Option's 3-year return of +12.17% ranks 204th as of 30 Sep 2026.
High Conviction Equity Portfolio Systematic Rebalancing Option is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹71.87 Cr of client assets as of 30 Sep 2026.
High Conviction Equity Portfolio Systematic Rebalancing Option manages ₹71.87 Cr of client assets as of 30 Sep 2026.
The fee structure for High Conviction Equity 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 High Conviction Equity Portfolio Systematic Rebalancing Option is ₹50 Lakhs.
High Conviction Equity Portfolio Systematic Rebalancing Option was launched on 8 Jul 2019. It has a 7-year track record.
Description
All Nippon Life India PMS strategies →Browse all PMS strategies in India →