- Category
- III
- Strategy
- Long-only
- Fund house
- Nippon Life India AIF Management
NIEO 5 - The 5 Trillion Dollar Opportunity
+4.50%
1-year return, after expenses, before tax
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
NIEO 5 - The 5 Trillion Dollar Opportunity, a Category III long-only AIF from Nippon Life India AIF Management, returned 4.50% (after expenses, before tax) in the year to 31 Aug 2026. It began on 1 Jan 2020.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 1 Jan 2020
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 500 & Debt Composite Index |
|---|---|---|
| 1 month | +3.00% | 0.00% |
| 3 months | +6.40% | +3.50% |
| 6 months | +6.60% | +1.20% |
| 1 year | +4.50% | +4.40% |
| 2 years | +0.50% | −0.60% |
| 3 years | +12.40% | +11.50% |
| 5 years | +11.10% | +10.00% |
| Since inception | +18.00% | +13.80% |
After expenses, before tax, as Nippon Life India AIF Management reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Rahul Veera
Investment approach
.
.
About the fund manager
Mr Rahul Veera — Fund Manager
Mr. Rahul Veera currently serves as the Fund Manager (Equity) at Nippon India AIF, boasting over 14 years of extensive experience encompassing Equity Research and Fund Management. He has previously worked with renowned organizations including Abakkus Asset Managers, Morgan Stanley, Edelweiss, and Elara Capital. Mr. Veera holds a Bachelor of Commerce degree from H.R College (Mumbai University), an MBA from Swansea University (UK), and an Executive Finance certification from the Indian Institute of Management (Calcutta). His adeptness in research spans across diverse sectors such as consumer goods, pharmaceuticals, chemicals, and building materials. He has a proven track record of identifying profitable themes and stocks, yielding substantial returns. Mr. Veera's tenure across various firms has equipped him with a plethora of transferable skills and provided ample opportunities to excel in portfolio management and investment analysis.
As the fund house describes it.
FAQs
What has NIEO 5 - The 5 Trillion Dollar Opportunity returned?
4.50% (1-year return) to 31 Aug 2026, after expenses, before tax, as Nippon Life India AIF Management reports it. 1 month: 3.00%; 3 months: 6.40%; 6 months: 6.60%; 1 year: 4.50%; 2 years: 0.50%; 3 years: 12.40%; 5 years: 11.10%; Since inception: 18.00%.
What kind of AIF is NIEO 5 - The 5 Trillion Dollar Opportunity?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). NIEO 5 - The 5 Trillion Dollar Opportunity’s stated minimum is ₹1 crore.
Who manages NIEO 5 - The 5 Trillion Dollar Opportunity?
Nippon Life India AIF Management runs it; the fund manager is Rahul Veera.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: NIEO 5 - The 5 Trillion Dollar Opportunity’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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