Nippon India - The Indian Economic Transformation PMS

Key Attributes

Inception Date: 22nd October 2018

Fund Manager Name: Varun Goel

Fund Manager Experience:11 years

Fund Manager Qualification: MBA – IIM Lucknow, Mech Engg from IIT Dehi

Investment Objective

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

Investment Philosophy

Nippon India – The Indian Economic Transformation Portfolio will invest in listed equity and equity-related instruments majorly but may have some exposure to debt instrument. The investment style is to capture the Potential of High Capital efficiency demonstrated through high ROE/ROCE stocks which also reflect: Infrequent (if any) capital raising, Low or negligible gearing, Potential of High revenue and profit growth rates, Competent and ethical Management team, and Bottom-up stock picking. The Benchmark for this fund is Nifty 500 and indicative investment horizon for the portfolio is at least 3 years.

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