- Manager
- Nippon Life India Asset Management
- Service
- Discretionary
- Asset class
- Equity
The Indian Economic Transformation Portfolio
+4.42%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Nippon Life India Asset Management’s The Indian Economic Transformation Portfolio returned 4.42% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹40.89 crore across its clients.
Key numbers
- AUM
- ₹40.89 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.98×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.23% | −5.57% | +1.34% |
| 3 months | −0.35% | −3.59% | +3.24% |
| 6 months | +15.03% | +8.07% | +6.96% |
| 1 year | +4.42% | −2.33% | +6.75% |
| 2 years | +0.29% | −3.93% | +4.22% |
| 3 years | +12.24% | +9.20% | +3.04% |
| 4 years | +13.05% | +11.22% | +1.83% |
| 5 years | +8.45% | +8.91% | −0.46% |
| Since inception | +14.18% | +13.72% | +0.46% |
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 equity93.32%₹38.16 Cr
- Cash and other6.68%₹2.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹4.33 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has The Indian Economic Transformation Portfolio returned?
4.42% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.23%; 3 months: −0.35%; 6 months: 15.03%; 1 year: 4.42%; 2 years: 0.29%; 3 years: 12.24%; 4 years: 13.05%; 5 years: 8.45%; Since inception: 14.18%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 6.75 percentage points ahead.
How much does The Indian Economic Transformation Portfolio manage?
₹40.89 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 The Indian Economic Transformation 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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