- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
High Conviction Equity Portfolio Systematic Rebalancing Option
+4.41%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s High Conviction Equity Portfolio Systematic Rebalancing Option returned 4.41% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹71.87 crore across its clients.
Key numbers
- AUM
- ₹71.87 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.97×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.19% | −5.57% | +1.38% |
| 3 months | +1.56% | −3.59% | +5.15% |
| 6 months | +14.87% | +8.07% | +6.80% |
| 1 year | +4.41% | −2.33% | +6.74% |
| 2 years | −0.29% | −3.93% | +3.64% |
| 3 years | +12.17% | +9.20% | +2.97% |
| 4 years | +14.15% | +11.22% | +2.93% |
| 5 years | +10.33% | +8.91% | +1.42% |
| Since inception | +14.09% | +13.84% | +0.25% |
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 equity93.53%₹67.22 Cr
- Cash and other6.46%₹4.64 Cr
- Mutual funds0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹6 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.97×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has High Conviction Equity Portfolio Systematic Rebalancing Option returned?
4.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.19%; 3 months: 1.56%; 6 months: 14.87%; 1 year: 4.41%; 2 years: −0.29%; 3 years: 12.17%; 4 years: 14.15%; 5 years: 10.33%; Since inception: 14.09%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 6.74 percentage points ahead.
How much does High Conviction Equity Portfolio Systematic Rebalancing Option manage?
₹71.87 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 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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