- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
Tactical Asset Allocation Plan TAAP
+6.14%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s Tactical Asset Allocation Plan TAAP returned 6.14% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹7.91 crore across its clients.
Key numbers
- AUM
- ₹7.91 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.87×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.92% | −5.57% | +1.65% |
| 3 months | +3.95% | −3.59% | +7.54% |
| 6 months | +17.72% | +8.07% | +9.65% |
| 1 year | +6.14% | −2.33% | +8.47% |
| 2 years | +2.18% | −3.93% | +6.11% |
| 3 years | +12.16% | +9.20% | +2.96% |
| 4 years | +14.80% | +11.22% | +3.58% |
| 5 years | +10.94% | +8.91% | +2.03% |
| Since inception | +11.05% | +11.69% | −0.64% |
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 equity95.95%₹7.59 Cr
- Cash and other4.05%₹0.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹1.46 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.87×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tactical Asset Allocation Plan TAAP returned?
6.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.92%; 3 months: 3.95%; 6 months: 17.72%; 1 year: 6.14%; 2 years: 2.18%; 3 years: 12.16%; 4 years: 14.80%; 5 years: 10.94%; Since inception: 11.05%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 8.47 percentage points ahead.
How much does Tactical Asset Allocation Plan TAAP manage?
₹7.91 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 Tactical Asset Allocation Plan TAAP?
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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