Who is the fund manager for The Indian Economic Transformation Portfolio?

The fund manager for The Indian Economic Transformation Portfolio has not been publicly disclosed. The strategy is managed by Nippon Life India Asset Management Ltd.

What is the AUM for The Indian Economic Transformation Portfolio?

The Assets Under Management (AUM) for The Indian Economic Transformation Portfolio is 43.72 as of the latest available data.

What is the fee structure for The Indian Economic Transformation Portfolio?

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%.

What are the 1-year and 3-year returns for The Indian Economic Transformation Portfolio?

The Indian Economic Transformation Portfolio has delivered a 1-year return of +8.90%, 3-year return of +15.61%, 5-year return of +12.97%. Past performance is not indicative of future results.

What is the minimum investment for The Indian Economic Transformation Portfolio?

The minimum investment for The Indian Economic Transformation Portfolio is 50 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

The Indian Economic Transformation Portfolio Returns, Portfolio & Fund Manager

Period	Return
1 Month	+11.45%
3 Months	-4.18%
1 Year	+8.90%
3 Years	+15.61%
5 Years	+12.97%
Since Inception	+14.54%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

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