APMI

The Indian Economic Transformation Portfolio

Investment Approach Details

₹53.31

(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

22/10/2018

Age

6.0 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

A Multicap Portfolio which aims to deliver superior returns by participating in India growth story through a focussed portfolio of high growth businesses that stand to benefit from economic transformation in India, including the shift in
business from unorganised to organised sector.

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

0.01

1 Year Turnover

0.42