Nippon Life India Asset Management Ltd • Equity
The Indian Economic Transformation 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 ₹162 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.85% over 1 year, +12.47% over 3 years and +8.65% over 5 years (+12.32% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.27 percentage points ahead of its benchmark. Its 3-year return ranks 191st 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: dezerv. Alpha Equity Strategy (+12.52%), HPMG Small Cap Fund (+12.49%), Ambit Good & Clean MidCap Portfolio (+12.36%), Purnartha Vision (+12.33%).
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 | -4.22% |
| 3 Months | -0.22% |
| 1 Year | +4.85% |
| 3 Years | +12.47% |
| 5 Years | +8.65% |
| Since Inception | +12.32% |
| 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 callThe Indian Economic Transformation Portfolio Systematic Rebalancing Option has a 1-year return of +4.85%, a 3-year return of +12.47%, a 5-year return of +8.65% and +12.32% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, The Indian Economic Transformation Portfolio Systematic Rebalancing Option returned +8.65% against +8.91% for the BSE 500 TRI, 0.26 percentage points behind. Over 3 years it returned +12.47% against +9.20%; Over 1 year it returned +4.85% 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, The Indian Economic Transformation Portfolio Systematic Rebalancing Option's 3-year return of +12.47% ranks 191st as of 30 Sep 2026.
The Indian Economic Transformation Portfolio Systematic Rebalancing Option is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹162 Cr of client assets as of 30 Sep 2026.
The Indian Economic Transformation Portfolio Systematic Rebalancing Option manages ₹162 Cr of client assets as of 30 Sep 2026.
The fee structure for The Indian Economic Transformation 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 The Indian Economic Transformation Portfolio Systematic Rebalancing Option is ₹50 Lakhs.
The Indian Economic Transformation Portfolio Systematic Rebalancing Option was launched on 8 Jul 2019. It has a 7-year track record.
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