APMI

Tactical Asset Allocation Plan TAAP

Investment Approach Details

₹9.05

(AUM CR)

PMS Provider Name

Nippon Life India Asset Management Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

30/03/2010

Age

15.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 2.50%

Variable Fees Structure

NA

Exit Load

1st Year : 3% 2nd Year : 2% 3rd Year : 1%

Purpose

The primary objective of Tactical Asset Allocation Portfolio shall be to construct a diversified portfolio and endeavour to generate capital appreciation by taking active equity allocation calls depending upon the prevalent market condition. The portfolio shall primarily invest, but shall not be restricted to, in equity and equity related securities, debt securities, money market instruments and units of mutual funds including the Gold Exchange Traded Fund.

Fund Manager Details


Gurbir Singh Chopra
Work Exp. NA
Email ID Gurbir.Chopra@nipponindiaim.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.04

1 Year Turnover

0.91