What is the hurdle rate of Nippon India - Indian Economic Transformation?

There is no option for Hurdle rate.

What is the fixed fee charged in Nippon India - Indian Economic Transformation ?

The fixed fee charged in Nippon India - Indian Economic Transformation is 2.50%.

What is the variable fee charged in Nippon India - Indian Economic Transformation ?

There is no option for Variable fee.

What is the profit sharing in Nippon India - Indian Economic Transformation ?

There is no option for Profit sharing.

What is the minimum investment in Nippon India - Indian Economic Transformation ?

The minimum investment in Nippon India - Indian Economic Transformation is ₹50 Lacs

What type of scheme is Nippon India - Indian Economic Transformation?

Nippon India - Indian Economic Transformation is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Nippon India - Indian Economic Transformation?

The inception date of Nippon India - Indian Economic Transformation is Oct 22, 2018.

Nippon India - Indian Economic Transformation

Nippon Life India Asset Management Ltd
Multi Cap AND Flexi Cap

101
Out of 146*
Compare
Share

Portfolio age8 years

3.08%

-0.09%

Hurdle Rate**0.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (9.92%)

Allocation by Market Cap

Small Cap (37.01%)

Mid Cap (16.07%)

Large Cap (18.34%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

42.71

(As on Aug, 2026)

Inception Date

Oct 22, 2018

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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Portfolio Aim to deliver superior return by participating in India Growth story through a focused portfolio having potential of high growth emerging business that stand to benefit from Economic Transformation in India.

Investment Approach

Strategy will Invest in companies which are big beneficiaries of economic transformation like Informal Economy to Formal Economy, Unbranded to Branded, Financialization of Savings and Increasing Discretionary Spending with Must 5 Investment Framework.