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Emerging India

Nippon Life India Asset Management Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
7 April 2017
Min. Investment
₹50,00,000
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Must 5 Investment Framework – Uncompromising Focus on Quality. Strategy theme focus on Rising Discretionary Spending/Domestic Manufacturing/New Economy/Infrastructure Revival

Investment Objective

Mid Cap portfolio of high growth emerging businesses that are existing /potential leaders in their field of operations

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.00% -0.20% -1.80%
3 MONTHS 2.00% 5.00% -3.00%
6 MONTHS -0.90% 1.60% -2.50%
1 YEAR 1.20% 7.60% -6.40%
2 YEAR 10.70% 11.60% -0.90%
3 YEAR 21.40% 16.40% 5.00%
5 YEAR 20.30% 16.80% 3.50%
SINCE INCEPTION 15.50% 14.60% 0.90%

Calendar Year Performance

Year Return
CY 2025 1.20%
CY 2024 21.21%
CY 2023 46.00%
CY 2022 -1.10%

Financial Year Performance

Year Return
FY 26_YTD 13.86%
FY 25 7.07%
FY 24 51.13%
FY 23 -3.40%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Gurbir Singh Chopra has over 28 years of experience in the financial sector, spanning leadership roles in sales, distribution, and portfolio management across various zones in India. From his tenure at Nippon Life India Asset Management to his leadership roles at Reliance Capital Pension Fund Manager and ICICI Group, he has consistently delivered results, contributing significantly to the growth and success of each organisation he has been associated with. Gurbir Singh Chopra demonstrated proficiency in managing large teams, spearheading business growth, and securing key mandates with prominent financial institutions and regulatory bodies.

Portfolio Details

Portfolio Composition

Large Cap
9.11%
Mid Cap
39.23%
Small Cap
24.93%
Cash & Equivalent
9.11%

Top 5 Holdings

  • Cash & Cash Equivalents 9.11%
  • Cholamandalam Investment and Finance Company Ltd 4.96%
  • Timken India Ltd 4.67%
  • NLC India Limited 4.21%
  • Coforge Limited 3.51%

Top 5 Sectors

  • Financial Services 30.74%
  • Capital Goods 10.93%
  • Information Technology 8.29%
  • Healthcare 6.10%
  • Automobile and Auto Components 4.58%

Portfolio Characteristics

total number of stocks
32
top 5 stocks percent
26.46%
top 5 sectors percent
60.64%
average market cap
N/A
portfolio age
8 Yrs, 8 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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