Nippon Life India Asset Management Ltd • Equity
The Indian Economic Transformation Portfolio is an equity portfolio management service (PMS) strategy run by Nippon Life India Asset Management Ltd, launched on 22 Oct 2018. As of 30 Sep 2026, it manages ₹40.88 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.42% over 1 year, +12.24% over 3 years and +8.45% over 5 years (+14.18% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.04 percentage points ahead of its benchmark. Its 3-year return ranks 199th 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: ICICI Prudential PMS Contra Strategy (+12.26%), FCI LLP Opportunities (+12.25%), ICICI Prudential PMS Growth Leaders Shariah Strategy (+12.23%), MAAP (+12.23%).
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 | -4.23% |
| 3 Months | -0.35% |
| 1 Year | +4.42% |
| 3 Years | +12.24% |
| 5 Years | +8.45% |
| Since Inception | +14.18% |
| 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 has a 1-year return of +4.42%, a 3-year return of +12.24%, a 5-year return of +8.45% and +14.18% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, The Indian Economic Transformation Portfolio returned +8.45% against +8.91% for the BSE 500 TRI, 0.46 percentage points behind. Over 3 years it returned +12.24% against +9.20%; Over 1 year it returned +4.42% 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's 3-year return of +12.24% ranks 199th as of 30 Sep 2026.
The Indian Economic Transformation Portfolio is managed by Gurbir Singh Chopra at Nippon Life India. The strategy manages ₹40.88 Cr of client assets as of 30 Sep 2026.
The Indian Economic Transformation Portfolio manages ₹40.88 Cr of client assets as of 30 Sep 2026.
The fee structure for The Indian Economic Transformation 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 The Indian Economic Transformation Portfolio is ₹50 Lakhs.
The Indian Economic Transformation Portfolio was launched on 22 Oct 2018. It has a 7-year track record.
Description
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