Nippon Life India Asset Management Ltd
AUM (Cr.)
70844.22
No. of Clients
1296
No. of Investment Approach
13
As On
29 February 2024
Reliance Portfolio Management Services is a part of Reliance Nippon Life Asset Management Limited - Formerly Know as Reliance Capital Asset Management Limited. Reliance Nippon Asset Management company is the asset manager of Reliance Mutual Fund (RMF). Reliance Capital Limited and Nippon Life Insurance limited are the promoters of Reliance Nippon Asset Management company and currently hold 85.75% of its total issued and paid-up equity share capital. Investment Philosophy - Quality, Concentration, Bottom up, Benchmark Agnostic. Must 5 quality framework - Business Potential, Corporate Goverance, Earnings Track Record, Capital Allocation, Promoters Ownership.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Emerging India |
MID CAP | 51.13% | 20.82% | 21.82% | 21.62% | 07 Apr, 2017 |
High Conviction |
MULTI CAP | 49.69% | 20.50% | 20.64% | 19.53% | 13 Mar, 2014 |
Absolute Freedom |
LARGE CAP | 47.18% | 20.09% | 20.95% | 17.56% | 24 Sep, 2004 |
Indian Economic Transformation |
MULTI CAP | 41.94% | 16.92% | 18.10% | 15.98% | 22 Oct, 2018 |
* Returns are as on 31st March 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
NIEO 9 - Undiscovered India |
CAT III - LONG ONLY | NA | NA | NA | NA | Oct 2023 |
NIEO 8 - Unlimited India |
CAT III - LONG ONLY | 54.29% | NA | NA | NA | Jun 2022 |
NIEO 6 - Champions 21st Century |
CAT III - LONG ONLY | 51.74% | 21.78% | 23.99% | NA | Feb 2021 |
NIEO 7 - Reimagine India Opportunity |
CAT III - LONG ONLY | 60.99% | 26.30% | NA | NA | Feb 2022 |
NIEO 3 - India Millennial |
CAT III - LONG ONLY | 53.95% | 21.72% | 23.86% | 21.44% | Jan 2018 |
NIEO 5 - The 5 Trillion Dollar Opportunity |
CAT III - LONG ONLY | 59.26% | 21.49% | 23.93% | NA | Jan 2020 |
NIEO 1 - The Big Switch |
CAT III - LONG ONLY | 55.98% | 19.43% | 19.49% | 17.91% | Aug 2017 |
NIEO 2 - Financial Services |
CAT III - LONG ONLY | 39.83% | 21.13% | 15.50% | 12.78% | Jan 2018 |
NIEO 4 - Next Billion |
CAT III - LONG ONLY | 54.03% | 19.90% | 23.32% | 18.14% | Jul 2018 |
* All performance above are as on 31st March 2024 * Above 1 year returns are in CAGR*
Portfolio Manager Profile
NA
AMC Registered Address
4Th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg, Lower Parel (W),Mumbai,Maharashtra,India-400013
SEBI Reg No : INP000007085
AMC Investor Login Link
Click here
AMC Website Link
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AMC Social Media
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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
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