Nippon Life India Asset Management Ltd. · NSE:NAM_INDIA
Nippon Life India Asset Management — Nippon India Growth Fund — Investor Presentation (August 2023)
24 slides from Nippon Life India Asset Management's investor presentation, August 2023
Slide 1: Nippon India Growth Fund
Nippon India Growth Fund (Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks) #
Slide 2: Investment Rationale for Mid Caps & Current Market Opportunity
Investment Rationale for Mid Caps & ‘Current Market Opportunity’
Slide 3: Mid Caps potentially outperform in reasonable uptrends
Mid Caps potentially outperform in reasonable uptrends ▪ Mid caps tend to particularly do well during times when there is an uptrend in the markets Market scenarios are not the reliable indicators for current or future performance. The same should not be construed as investment advice or as any rese
Slide 4: Market Opportunities – Broad basing
Market Opportunities – Broad basing Absolute Change Narrow Markets Visible Broad basing Index (01/01/2018 to (01/06/2020 to 31/05/2020) 31/08/2023) Nifty 50 -8.2 95.9 S&P BSE Sensex -4.1 94.7 Nifty Midcap 150 -30.9 182.6 S&P BSE MID CAP -33.7 156.6 • Since Jan 2018, markets witnessed extreme polariz
Slide 5: Nippon India Growth Fund - Investment Framework
Nippon India Growth Fund -Investment Framework Midcap Fund investing in a portfolio of high growth companies across sectors Diversified Mid Cap Bottom up Early stock portfolio; allocation identificatio GARP selection Top 40 ~65 – 70%, n of strategy, 10 based on stocks rest in emerging/ni – 15% Value
Slide 6: Opportunistic allocations across the mandated universe
Opportunistic allocations across the mandated universe High ROE Value / Contra Businesses Ideas Scalable Bottom Up Ideas Opportunities Note: The current fund philosophy may change in future depending on market conditions or fund manager’s views. ROE = Return on Equity Source : NIMF Internal Research
Slide 7: Current Fund Positioning
Current Fund Positioning • Small Finance Banks, Public/Private Sector Banks FINANCIALS • NBFCs • Insurance • FMCG CONSUMER • Hospitality • Consumer Goods/Beverages • Defense CAPEX • Manufacturing • Engineering Note: The current fund philosophy may change in future depending on market conditions or f
Slide 8: Key Focus Themes and Rationale
Key Focus Themes and Rationale • Well capitalized balance sheets, comfortable asset quality and valuations makes large banks an attractive Financialization Financial Services space of Savings • With rapidly advancing technologies, rising consumer expectations and incomes the industry is on the cusp
Slide 9: Scheme Facts
Scheme Facts y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 10: Portfolio Details (As on Aug 31, 2023)
Portfolio Details (As on Aug 31, 2023) Top 10 Holdings Weightage Top 10 Sectors Weightage Cholamandalam Financial Holdings 3.66% Finance 12.25% Limited Power Finance Corporation Limited 3.38% Banks 9.52% AU Small Finance Bank Limited 2.93% Pharmaceuticals & Biotechnology 7.25% Supreme Industries Lim
Slide 11: Performance Details
Performance Details y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 12: Scheme Performance
Scheme Performance B: Benchmark, AB: Additional Benchmark, TRI: Total Return Index. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan). Source: MFI Explorer NA has been mentioned for benchmark as data for corresponding
Slide 13: Performance of other funds managed by the Fund Manager
Performance of other funds managed by the Fund Manager
Slide 14: Performance of Other Schemes managed by Rupesh Patel
Performance of Other Schemes managed by Rupesh Patel Mr. Rupesh Patel has been managing Nippon India Tax Saver (ELSS) Fund since Jul 2021 Source : MFI Explorer, As on Aug 31, 2023 Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison
Slide 15: Performance of Other Schemes managed by Sanjay Doshi
Performance of Other Schemes managed by Sanjay Doshi Mr. Sanjay Doshi has been managing Nippon India Power & Infra Fund since Jan 2017, Nippon India Retirement Fund Income Generation since Jul 2020 and Nippon India Retirement Fund Wealth Creation since Jul 2020 Source : MFI Explorer, As on Aug 31, 2
Slide 16: Performance of Other Schemes managed by Dhrumil Shah
Performance of Other Schemes managed by Dhrumil Shah Mr. Dhrumil Shah has been managing Nippon India Hybrid Bond Fund since Sep 2021, Nippon India Equity Savings Fund since Sep 2021, Nippon India Value Fund since Jan 2023 and Nippon India Flexi Cap Fund since Aug 2021 Source : MFI Explorer, As on Au
Slide 17: Performance of Other Schemes managed by Tejas Seth
Performance of Other Schemes managed by Tejas Seth Mr. Tejas Seth has been managing Nippon India Small Cap Fund since Feb 2023 and Nippon India Multi Asset Fund since Oct 2020 Source : MFI Explorer, As on Aug 31, 2023 Past performance may or may not be sustained in future and the same may not necess
Slide 18: Product Labels
Product Labels Nippon India Tax Saver (ELSS) Fund ‘An open ended equity linked saving scheme with a statutory lock in of and tax benef This product is suitable for investors who are seeking*: * Long term capital growth * Investment in equity and equity related securities “Investors should consult th
Slide 19: Product Labels
Product Labels me Generation Scheme reme h, in of 5 year This product is suitable for investors who are seeking*: * Income over long term along with capital growth « Investing primarily in fixed income securities and balance in equity and equity related instruments so as to help the investor in achi
Slide 20: Product Labels
Product Labels Nippon India Value Fund (An open ended equity scher ollowing a value inve: Fund Riskometer Benchmark Riskometer This product is suitable for investors who are seeking*: * Long term capital growth * Investment in equity and equity related securities *Investors should consult their fina
Slide 21: Product Labels
Product Labels Nippon India Small Cap Fund Fund Riskometer Benchmark Riskometer ypen ended equity scheme predominantly investing in small cap stocks) Nippon India Small Cap Fund Nifty Smallcap 250 TRI This product is suitable for investors who are seeking*: * Long term capital growth * Investment in
Slide 22: Disclaimer
Disclaimer The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Certain factual and statistical information (historical as
Slide 23: Thank you for your time!
<Q) Nippon india Mutual Fund y Wealth sets you free Thank you For your time! L Good gets Ae
Slide 24: Nippon India Mutual Fund - Wealth sets you free
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Nippon India Growth Fund — Investor Presentation (August 2023) on 6ix