- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
Pearl Portfolio
+1.82%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s Pearl Portfolio returned 1.82% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹5.62 crore across its clients.
Key numbers
- AUM
- ₹5.62 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.25×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.93% | −5.57% | +0.64% |
| 3 months | +0.51% | −3.59% | +4.10% |
| 6 months | +10.23% | +8.07% | +2.16% |
| 1 year | +1.82% | −2.33% | +4.15% |
| 2 years | −5.47% | −3.93% | −1.54% |
| 3 years | +6.37% | +9.20% | −2.83% |
| 4 years | +10.22% | +11.22% | −1.00% |
| 5 years | +7.03% | +8.91% | −1.88% |
| Since inception | +12.10% | +12.08% | +0.02% |
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 equity99.82%₹5.61 Cr
- Mutual funds0.53%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹1.14 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.25×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Pearl Portfolio returned?
1.82% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.93%; 3 months: 0.51%; 6 months: 10.23%; 1 year: 1.82%; 2 years: −5.47%; 3 years: 6.37%; 4 years: 10.22%; 5 years: 7.03%; Since inception: 12.10%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 4.15 percentage points ahead.
How much does Pearl Portfolio manage?
₹5.62 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 Pearl 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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