- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
High Conviction Equity Portfolio
+2.98%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s High Conviction Equity Portfolio returned 2.98% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹25.53 crore across its clients.
Key numbers
- AUM
- ₹25.53 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.30% | −5.57% | +1.27% |
| 3 months | +1.20% | −3.59% | +4.79% |
| 6 months | +13.68% | +8.07% | +5.61% |
| 1 year | +2.98% | −2.33% | +5.31% |
| 2 years | −1.31% | −3.93% | +2.62% |
| 3 years | +11.34% | +9.20% | +2.14% |
| 4 years | +13.64% | +11.22% | +2.42% |
| 5 years | +10.01% | +8.91% | +1.10% |
| Since inception | +15.56% | +13.79% | +1.77% |
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 equity92.87%₹23.71 Cr
- Cash and other7.01%₹1.79 Cr
- Mutual funds0.12%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.11 Cr
- Net, Sep 2026
- −₹0.11 Cr
- Net, FY to date
- −₹9.45 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has High Conviction Equity Portfolio returned?
2.98% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.30%; 3 months: 1.20%; 6 months: 13.68%; 1 year: 2.98%; 2 years: −1.31%; 3 years: 11.34%; 4 years: 13.64%; 5 years: 10.01%; Since inception: 15.56%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 5.31 percentage points ahead.
How much does High Conviction Equity Portfolio manage?
₹25.53 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 High Conviction Equity Portfolio?
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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