- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
Absolute Freedom Portfolio Systematic Rebalancing Option
+6.78%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s Absolute Freedom Portfolio Systematic Rebalancing Option returned 6.78% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹1.91 crore across its clients.
Key numbers
- AUM
- ₹1.91 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 1.63×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.87% | −5.57% | +1.70% |
| 3 months | +3.75% | −3.59% | +7.34% |
| 6 months | +17.46% | +8.07% | +9.39% |
| 1 year | +6.78% | −2.33% | +9.11% |
| 2 years | +2.64% | −3.93% | +6.57% |
| 3 years | +13.23% | +9.20% | +4.03% |
| 4 years | +15.36% | +11.22% | +4.14% |
| 5 years | +11.15% | +8.91% | +2.24% |
| Since inception | +12.76% | +13.81% | −1.05% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.76%₹1.81 Cr
- Cash and other5.24%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.34 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 1.63×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Absolute Freedom Portfolio Systematic Rebalancing Option returned?
6.78% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.87%; 3 months: 3.75%; 6 months: 17.46%; 1 year: 6.78%; 2 years: 2.64%; 3 years: 13.23%; 4 years: 15.36%; 5 years: 11.15%; Since inception: 12.76%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 9.11 percentage points ahead.
How much does Absolute Freedom Portfolio Systematic Rebalancing Option manage?
₹1.91 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Absolute Freedom Portfolio Systematic Rebalancing Option?
Nippon Life India Asset Management, a SEBI-registered portfolio manager (INP000007085), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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