Nippon Life India Asset Management Ltd. · NSE:NAM_INDIA
Nippon Life India Asset Management — Nippon India Power & Infra Fund — Investor Presentation (August 2021)
19 slides from Nippon Life India Asset Management's investor presentation, August 2021
Slide 1: Nippon India Power & Infra Fund
Nippon India Power & Infra Fund (An open ended equity Scheme investing in power & infrastructure sectors)
Slide 2: Sector Outlook
Sector Outlook y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 3: Current Environment conducive for Capex Cycle pick-up
Current Environment conducive for Capex Cycle pick-up 20-year Snapshot of Indian Capex Cycle Capex revival on the Cards: • Balance sheets may strengthen across large companies • Large assets under NCLT may find a resolution • Corporate NPA cycle may see a decline Rs 2 tn savings from Corporate tax r
Slide 4: Government focus on Capex
Government focus on Capex.. To boost the economy through multiplier effect Source: https://www.ibef.org/
Slide 5: Infra spending key focus in Budget FY22
Infra spending key focus in Budget FY22 Government of India (GoI) to continue with infrastructure led development and support lower end with direct transfer measures as seen over last 2 terms • Potential to generate jobs and has multiplier impact on the economy • GoI capex as % of GDP in 4.5%-6% ran
Slide 6: PLI to be a catalyst for Private Sector investments in some sectors
PLI to be a catalyst for Private Sector investments in some sectors • PLI likely to lead to Capex of ~ Rs 1.4 trn over next 2-3 years • Imports of ~ Rs 5 trn can be potentially substituted across 13 sectors Note: The sectors mentioned are not a recommendation to buy/sell in the said sectors. The sch
Slide 7: Macro context – Key areas being addressed
Macro context – Key areas being addressed • NIP provides clarity on focus areas, opportunities, ability to address project specific issues. • Union Budget focused capex spends – fiscal deficit target of lower than 4.5% extended to 2025-26 • Development Finance Institution (DFI) – leverage, implement
Slide 8: Macro context – Key points
Macro context – Key points • Defence – Structural changes to support • Modernization fund for Defence and Internal Security (MFDIS) – Non- Lapsable defined allocation through 15th Finance Commission changes. • Acceptance of large number of platforms by armed forces is a key positive for lifecycle sp
Slide 9: Sectors and Private revival
Sectors and Private revival • Transport Infra - Railways/ Metro/ Dedicated Freight Corridor Corporation/ Medium and High Speed Rail, Road. Water (including irrigation projects, Nal se Jal, Namami Gange), Renewable and related T&D spend, Cement, E Commerce/ Data Centres, Chemicals, Metals and Mineral
Slide 10: Nippon India Power & Infra Fund
Nippon India Power & Infra Fund (An open ended equity Scheme investing in power & infrastructure sectors)
Slide 11: Fund Positioning and Strategy
Fund Positioning and Strategy • Exposure to leading companies across various sub segments of Infrastructure • Attempt to have companies which can survive tough times and will benefit from operating leverage and/ or sustainable financial leverage as cycle gains momentum • Balance between Large, mid a
Slide 12: Portfolio Details as of July 31, 2021
Portfolio Details as of July 31, 2021 Top 10 Holdings Weightage Top 10 Sectors Weightage Larsen & Toubro Ltd 10.12 Cement & Cement Products 14.60% Bharti Airtel Ltd 7.28 Construction Project 12.96% Bharat Electronics Ltd 7.18 Power 12.46% UltraTech Cement Ltd 6.91 Petroleum Products 10.13% Reliance
Slide 13: Performance Details
Performance Details y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 14: Scheme Performance
Scheme Performance NAV as on July 30, 2021: ₹141.1370 CAGR % Particulars 1 Year 3 Years 5 Years Since Inception Nippon India Power & Infra Fund 63.90 11.59 12.46 16.60 B:Nifty Infrastructure TRI 43.04 14.14 10.30 9.49 AB:S&P BSE Sensex TRI 41.55 13.14 14.73 15.45 Value of ₹10000 Invested Nippon Indi
Slide 15: Performance of other funds managed by the Fund Manager
Performance of other funds managed by the Fund Manager
Slide 16: Performance of Schemes managed by Sanjay Doshi
Performance of Schemes managed by Sanjay Doshi CAGR % Scheme Name 1 Year Return 3 Years Return 5 Years Return Scheme Benchmark Scheme Benchmark Scheme Benchmark Nippon India Retirement Fund - Wealth 49.13 53.59 5.81 13.81 8.91 14.81 Creation Scheme Nippon India Retirement Fund - Income 5.86 12.01 8.
Slide 17: Product Labels
Product Labels This product is suitable for investors who Name of Scheme Riskometer are seeking*: Nippon India Retirement Fund - • Long term growth and capital Wealth Creation Scheme appreciation (An open ended retirement • Investing primarily in equity and equity solution oriented scheme having a r
Slide 18: 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 19: Thank you!
<Q) Nippon inais Mutual Fund y Wealth sets you free Thank you! | L Good gets Ae
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