Nippon - Absolute Freedom - ABS

EQUITY LARGE CAP

Absolute Freedom Strategy aim to generate relatively outsize returns, over a 3-5 years period, through a balanced portfolio predominantly comprising quality large cap stocks and selective Quality larger midcap stocks.Invest predominantly in large cap portfolio with around 60% to 80% exposure in Top 100 companies by Market Capitalization. Portfolio Adhering to”Must 5” Investment Framework.

+15.50%

3Y annualised returns

+13.50%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

24 Sep '04

Total AUM

₹8.58Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity79.8%

Cash10.8%

Equity market cap split

Large Cap34.4%

Small Cap20.6%

Mid Cap17.9%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

VG
Varun Goel
Fund Manager
View details

About

Mr. Varun has more than a decade of experience in fund management focused on Indian Equities. His endeavour is to offer the investors the best risk-adjusted returns. He has been successful in identifying themes and stocks that have provided multiplier returns. He iscurrently associated with Reliance AIF Management Company and earlier was Vice President and Fund Manager with Motilal Oswal Asset Managenent Company. He pursued his MBA, Finance and Marketing from IIM, Lucknow and B. Tech, Mechanical Engineering from IIT, Delhi.

Experience

Over a decade of experience in fund management.

Investment philosophy

Fund management focused on Indian equities, identifying high-growth themes and stocks.

Previously worked at