- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
Emerging India Portfolio Systematic Rebalancing Option
+8.04%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s Emerging India Portfolio Systematic Rebalancing Option returned 8.04% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹4.26 crore across its clients.
Key numbers
- AUM
- ₹4.26 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.81% | −5.57% | +0.76% |
| 3 months | −0.23% | −3.59% | +3.36% |
| 6 months | +19.73% | +8.07% | +11.66% |
| 1 year | +8.04% | −2.33% | +10.37% |
| 2 years | +2.92% | −3.93% | +6.85% |
| 3 years | +14.13% | +9.20% | +4.93% |
| 4 years | +17.18% | +11.22% | +5.96% |
| 5 years | +13.01% | +8.91% | +4.10% |
| Since inception | +16.31% | +13.18% | +3.13% |
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 equity94.37%₹4.02 Cr
- Cash and other5.40%₹0.23 Cr
- Mutual funds0.23%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.93 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Emerging India Portfolio Systematic Rebalancing Option returned?
8.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.81%; 3 months: −0.23%; 6 months: 19.73%; 1 year: 8.04%; 2 years: 2.92%; 3 years: 14.13%; 4 years: 17.18%; 5 years: 13.01%; Since inception: 16.31%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 10.37 percentage points ahead.
How much does Emerging India Portfolio Systematic Rebalancing Option manage?
₹4.26 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 Emerging India 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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