AIF · Equity · CAT III - LONG ONLY
Nippon - The Big Switch
IRRSince inception16.06%
Alpha (3Y)15.94%
3Y return15.74%
Fund age4 yrs 4 mo
Fund Manager
Varun Goel
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 The Big Switch
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Nippon The Big Switch—31.44%33.71%15.74%18.72%16.06%
NIFTY Midcap 100 Index−5.64%56.91%44.20%27.26%25.84%17.51%
Excess over benchmark—−25.47%−10.49%−11.52%−7.12%−1.45%
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.
Risk : What you take on to earn the return
Volatility
16.56%
Benchmark approx 90.14%
A standard deviation reflecting historical swings.
Sensitivity
0.09
Beta vs benchmark 1.00 · 91% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.07
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap10.20%
Mid cap21.10%
Small cap54.70%
Cash & others14.00%
As on 30 Jun 2024
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