Nippon Life India Asset Management Ltd • Equity
Tactical Asset Allocation Plan TAAP is an equity portfolio management service (PMS) strategy run by Nippon Life India Asset Management Ltd, launched on 30 Mar 2010. As of 30 Sep 2026, it manages ₹7.91 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.14% over 1 year, +12.16% over 3 years and +10.94% over 5 years (+11.05% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.96 percentage points ahead of its benchmark. Its 3-year return ranks 205th 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: High Conviction Equity Portfolio Systematic Rebalancing Option (+12.17%), Absolute Freedom Portfolio 1 (+12.16%), Aqua Strategy (+12.15%), BEA India Growth Fund (+12.13%).
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 | -3.92% |
| 3 Months | +3.95% |
| 1 Year | +6.14% |
| 3 Years | +12.16% |
| 5 Years | +10.94% |
| Since Inception | +11.05% |
| 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 callTactical Asset Allocation Plan TAAP has a 1-year return of +6.14%, a 3-year return of +12.16%, a 5-year return of +10.94% and +11.05% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Tactical Asset Allocation Plan TAAP returned +10.94% against +8.91% for the BSE 500 TRI, 2.03 percentage points ahead. Over 3 years it returned +12.16% against +9.20%; Over 1 year it returned +6.14% 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, Tactical Asset Allocation Plan TAAP's 3-year return of +12.16% ranks 205th as of 30 Sep 2026.
Tactical Asset Allocation Plan TAAP is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹7.91 Cr of client assets as of 30 Sep 2026.
Tactical Asset Allocation Plan TAAP manages ₹7.91 Cr of client assets as of 30 Sep 2026.
The fee structure for Tactical Asset Allocation Plan TAAP includes: management fee: Fixed Fees: AMC Charge : 2.50%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Tactical Asset Allocation Plan TAAP is ₹50 Lakhs.
Tactical Asset Allocation Plan TAAP was launched on 30 Mar 2010. It has a 16-year track record.
Description
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