Nippon India ETF Nifty IT · NSE:ITBEES
Nippon India ETF Nifty IT — Nippon India Banking & Financial Services Fund — Investor Presentation (April 2025)
15 slides from Nippon India ETF Nifty IT's investor presentation, April 2025
Slide 1: Nippon India Banking & Financial Services Fund
Data Classification: Public Nippon India Banking & Financial Services Fund (An open ended equity scheme investing in Banking & Financial Services Sector)
Slide 2: Indian BFSI – transformation story
Data Classification: Public Indian BFSI – transformation story The Banking & Financial Services sector is now more wide-spread with more diversified investment opportunity in sub sectors with growth opportunities – like Life Insurance, General Insurance, Standalone Health Insurance, Capital Markets,
Slide 3: India's Banking System – on a strong footing
Data Classification: Public India’s Banking System – on a strong footing • Indian macro-outlook improving with Reserve Bank of India supporting the system with infusing liquidity which is important in declining repo rate environment • Indian banks (both private and public) are witnessing healthy gro
Slide 4: Insurance Sector – delivering potential growth
Data Classification: Public Insurance Sector – delivering potential growth • Life insurance sector is delivering healthy mid-teens growth over last 5yrs with market share shifting from public sector to private sector insurers • General insurance premium growth rates have moderated over last few year
Slide 5: Digital unlocking of BFSI sector–Payments, Capital Markets beneficiaries (1/2)
Data Classification: Public Digital unlocking of BFSI sector–Payments, Capital Markets beneficiaries (1/2) • India’s digital payment landscape has undergone a transformative shift as noncash transactions are rising rapidly. At the heart of this transition is UPI, which accounted for 93% of total dig
Slide 6: Digital unlocking of BFSI sector–Payments, Capital Markets beneficiaries (2/2)
Data Classification: Public Digital unlocking of BFSI sector–Payments, Capital Markets beneficiaries (2/2) • Digital adoption with digital payment systems & consumer behavior change has aided increased participation in capital market activities like mutual funds, discount brokers, etc. • Capital mar
Slide 7: Fund Investment Framework
Data Classification: Public Fund Investment Framework Well diversified Focus on across key identifying top- segments in the down themes, financial space then bottom-up like Banking, analysis to select NBFC, Insurance, companies in HFC those segments Extremely focused on Assessment of risk by Tactica
Slide 8: Current Positioning
Data Classification: Public Current Positioning • While some private banks have started outperforming the market, there is still scope for most of these bank valuations to inch up as discount to Nifty for most of the large cap banks still persist above historical levels. • With RBI becoming more acc
Slide 9: Portfolio Details (As on April 30, 2025)
Data Classification: Public Portfolio Details (As on April 30, 2025) Stock Holding Sector Holding Business Cash and Cash Top 10 Holdings Weightage Services Allocation (%) Equivalents IT 1% 2% HDFC Bank Limited 20.90% 1% Insurance 6% ICICI Bank Limited 15.19% Axis Bank Limited 9.87% Finance State Ban
Slide 10: Scheme Performance
Data Classification: Public Scheme Performance Performance as on Apr 30, 2025 B: Benchmark, AB: Additional Benchmark, TRI: Total Return Index TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent inde
Slide 11: Performance of Other Schemes managed by Vinay Sharma
Data Classification: Public Performance of Other Schemes managed by Vinay Sharma Mr. Vinay Sharma has been managing Nippon India Focused Equity Fund since May 2018 and Nippon India Innovation Fund since Sep 2023 Past performance may or may not be sustained in future and the same may not necessarily
Slide 12: Performance of Other Schemes managed by Bhavik Dave
Data Classification: Public Performance of Other Schemes managed by Bhavik Dave Mr. Bhavik Dave has been managing Nippon India Large Cap Fund since Aug 2024 Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other investment.
Slide 13: Product Labels
Data Classification: Public Product Labels
Slide 14: Disclaimer
Data Classification: Public 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
Slide 15: Thank you
Data Classification: Public Thank you
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