Nippon Life India Asset Management Ltd. · NSE:NAM_INDIA
Nippon Life India Asset Management — Nippon India Mutual Fund — Investor Presentation (March 2023)
17 slides from Nippon Life India Asset Management's investor presentation, March 2023
Slide 1: Nippon India Multi Cap Fund
Nippon India Multi Cap Fund (Multi Cap Fund - An open-ended equity scheme investing across large cap, mid cap, small cap stocks)
Slide 2: Opportunistic investment style with a Long Term Track record
Opportunistic investment style with a Long Term Track record Nippon India Multi Cap Fund Invests Across Sectors Invests Across Market Cap Nippon India Multi Cap S&P BSE Sensex TRI 16.8 times 14.6 times 18.0 years* 18.0 years* Note: The current fund philosophy may change in future depending on market
Slide 3: Investment Approach – Long Term Focus with Risk Optimization
Investment Approach – Long Term Focus with Risk Optimization ❑ High conviction investments with meaningful stakes ▪ Investing in businesses & not just prices and momentum ▪ Key investments held for long tenures ❑ Fundamental Stance ▪ Market distortion provides great opportunities i.e. ‘RISK OPTIMIZA
Slide 4: Active Sector Calls
Active Sector Calls ❑ Active sector management while ensuring adequate diversification The above sector names mentioned are illustrations of the fund philosophy and may not necessarily form part of the scheme portfolio Note: The current fund philosophy may change in future depending on market condit
Slide 5: Current Positioning
Current Positioning • Domestic Cyclical Growth – Demand & Supply + Financials + Pharma • Engineering/ Manufacturing & VS Logistics • Global Cyclicals & Consumer Staples • Large Caps • Hotels & Retail • Mispriced Opportunities • Pharma Note: The current fund philosophy may change in future depending
Slide 6: Differentiated Positioning – Focused on potential winners of tomorrow
Differentiated Positioning – Focused on potential winners of tomorrow The sectors mentioned in the table is not a recommendation to buy/sell in the said sectors. The scheme currently holding investments in the said sectors may or may not have future position in the same. The stocks mentioned form a
Slide 7: Summary
Summary Wealth creation for over 16 years Invests in Leaders: i)Leadership of Focus on High ROE Scale & Size (Return on Equity) ii)Cost Leadership business iii)Value Leadership Nippon India Multi Cap Fund Multi Cap Fund combining stability Investment in of large caps with emerging themes growth pote
Slide 8: Scheme Performance as on 31st March 2023
Scheme Performance as on 31st March 2023 Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan). Source : MFI Explorer, As on March 31, 2023 B: Benchmark, AB: Additional Benchmark, TRI: Total Return Index NA has been mentio
Slide 9: Performance of Other Funds Managed by the Fund Manager
Performance of Other Funds Managed by the Fund Manager
Slide 10: Performance of Schemes Managed by Sailesh Raj Bhan
Performance of Schemes Managed by Sailesh Raj Bhan Mr. Sailesh Raj Bhan has been managing Nippon India Large Cap Fund since Aug 2007, Nippon India Pharma Fund since Jun 2004. Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with
Slide 11: Performance of Schemes Managed by Ashutosh Bhargava
Performance of Schemes Managed by Ashutosh Bhargava Mr. Ashutosh Bhargava has been managing Nippon India Balanced Advantage Fund since May 2018, Nippon India Multi Asset Fund since Aug 2020, Nippon India Tax Saver (ELSS) Fund since July 2020, Nippon India Passive Flexicap FoF since Jan 2023,Nippon I
Slide 12: Product Labels
Product Labels Nippon India Large Cap Fund Fund Riskometer Benchmark Riskometer (An open ended equity scheme predominantly investing in large cap stocks) This product is suitable for investors who are seeking*: * Long term capital growth © Investment predominantly into equity and equity related inst
Slide 13: Product Labels
Product Labels Nippon India Tax Saver (ELSS) Fund Fund Riskometer Benchmark Riskometer (An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit) Nifty 500 TRI Nippon India | Tax Saver (ELSS) Fund | This product is suitable for investors who are seeking*: * Long
Slide 14: Product Labels
Product Labels Nippon India Passive Flexicap FOF ’ Fund Riskometer Benchmark Riskometer (An Open ended fund of funds scheme investing in units of Domestic Exchange Traded Funds (ETFs)/ Index Funds) Thi dict le simNeIENe F68 t ' - Nippon India Passive Flexicap FOF, Nifty 500 TRI is product is sui r i
Slide 15: Product Labels
Product Labels Nippon India Balanced Advantage Fund : Fund Riskometer Benchmark Riskometer (An open ende amic asset allocation fund) Nippon India Balanced CRISIL Hybrid 50+50 - This product is suitable for i rs who ore seekirig’: Advantage Fund Moderate Index * Long term capital growth * Investment
Slide 16: 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 17: Thank you for your time!
<Q) Nippon india Mutual Fund y Wealth sets you free Thank you For your time! L Good gets Ae
Nippon India Mutual Fund — Investor Presentation (March 2023) on 6ix