Nippon India – The Indian Economic Transformation Portfolio


Key Portfolio 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.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 23.


Do Not Simply Invest, Make Informed Decisions

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