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AIF
·
Equity
·
CAT III - LONG ONLY
Nippon - Next Billion
IRR
Since inception
14.60%
1Y return
-2.70%
3Y return
13.50%
Fund age
3 yrs 5 mo
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Fund Manager
Varun Goel
Fund Manager, AIF, Nippon Life India
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.
Managing AUM
₹112 Cr
Growth of
₹
Cr
Nippon Next Billion
Since Inception
3Y
1Y
Returns: How it has done
Trailing returns
Calendar year
Rolling return
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Nippon Next Billion
—
−2.70%
14.80%
13.50%
20.50%
14.60%
Nifty 500
−9.50%
−5.40%
15.20%
13.60%
19.10%
13.00%
Excess over benchmark
—
2.70%
−0.40%
−0.10%
1.40%
1.60%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2021.
Portfolio Details : Where the money actually sits
Stocks
6
Avg market cap
₹400 Cr
Asset class
Equity
Holdings
Top 5 holdings
HDFC Bank Ltd
–
Bosch Ltd
–
eClerx Services Ltd
–
Britannia Industries Ltd
–
ICICI Bank Ltd
–
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