Nippon - Indian Economic Transformation - ETP

EQUITY MULTI CAP

The Indian Economic Transformation Strategy Aim to deliver superior returns by Investing 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 .Portfolio Adhering to " Must 5 " investment Framework

+14.80%

3Y annualised returns

+13.50%

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

Launch date

22 Oct '18

Total AUM

₹47.67Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity70.2%

Cash14.7%

Equity market cap split

Large Cap25.0%

Small Cap24.2%

Mid Cap15.0%

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