Nippon Life India Asset Management Ltd. · NSE:NAM_INDIA
Nippon Life India Asset Management — Nippon India Growth Fund — Investor Presentation (November 2022)
21 slides from Nippon Life India Asset Management's investor presentation, November 2022
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) 30/11/2022) Nifty 50 -8.2 90.9 S&P BSE Sensex -4.1 89.5 Nifty Midcap 150 -30.9 132.6 S&P BSE MID CAP -33.7 113.5 • 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 Mid Cap Bottom up Early Diversified allocation stock identification portfolio; Top GARP strategy, selection of ~65 – 70%, 10 – 15% 40 stocks based on gap emerging/nich rest in
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 – Overweight Positions
Current Fund Positioning – Overweight Positions Domestic Cyclical Out of home Themes which Themes Consumption benefit from (Banks, Insurance, Make in India (Beverages, (Chemicals, Defence) Normalization NBFCs, Auto & Auto Retailing stores, (Consumer, Real Ancillaries, Multiplexes) Estate ) Hospitali
Slide 8: Portfolio Shifts and Current OW/UW themes
Portfolio Shifts and Current OW/UW themes • Preference for asset heavy stocks – Key Shifts over last 3 months financials with low price to book, real estate etc as earnings visibility across is very limited • Focus on domestic normalization themes - Hospitality, Entertainment, etc. • Maintained high
Slide 9: Risk Management
Risk Management Fund Casing framework ▪ Investment Style: Bottom up, High conviction – Top 40 stocks 70% of the portfolio ▪ Market Cap Bias: Minimum Mid Cap – 65% ▪ Deviation from Benchmark ▪ Sector Deviation: Financials 6%, may take higher deviation in other sectors ▪ Stock Deviation: NA ▪ Stock Co
Slide 10: Scheme Facts
Scheme Facts y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 11: Portfolio Details (As on Nov 30, 2022)
Portfolio Details (As on Nov 30, 2022) Top 10 Holdings Weightage Top 10 Sectors Weightage Varun Beverages Limited 4.57% Finance 10.43% AU Small Finance Bank Limited 3.43% Banks 8.47% Cholamandalam Financial Holdings Limited 2.97% Pharmaceuticals & Biotechnology 7.70% Infosys Limited 2.55% IT - Softw
Slide 12: Performance Details
Performance Details y @ Nippon indis Mutual Fund Wealth sets you Free
Slide 13: Scheme Performance
Scheme Performance B: Benchmark, AB: Additional Benchmark, TRI: Total Return Index. Fund Manager : Manish Gunwani (Since Sept 2017), Dhrumil Shah (Co-Fund Manager) (Since Feb 2019), Tejas Seth (Co-Fund Manager) (Since May 2019) Since Inception Date - 08/10/1995 Different plans shall have a different
Slide 14: Performance of other funds managed by the Fund Manager
Performance of other funds managed by the Fund Manager
Slide 15: Performance of Other Schemes managed by Manish Gunwani
Performance of Other Schemes managed by Manish Gunwani Mr. Manish Gunwani has been managing Nippon India Passive Flexicap FoF since May 2022, Nippon India Flexi Cap Fund since Aug 2021, Nippon India Multi Asset Fund since Aug 2020, Nippon India Balanced Advantage Fund since May 2018. Source : MFI Ex
Slide 16: Performance of Other Schemes managed by Dhrumil Shah
Performance of Other Schemes managed by Dhrumil Shah Mr. Dhrumil Shah (Co-Fund Manager) has been managing Nippon India Hybrid Bond Fund since Sept 2021, Nippon India Flexi Cap Fund since Aug 2021, Nippon India Equity Savings Fund since Sept 2021. Source : MFI Explorer, As on Nov 30, 2022 Past perfor
Slide 17: Performance of Other Schemes managed by Tejas Sheth
Performance of Other Schemes managed by Tejas Sheth Mr. Tejas Seth (Co-Fund Manager) has been managing Nippon India Multi Asset Fund since Oct 2020. Source : MFI Explorer, As on Nov 30, 2022 Past performance may or may not be sustained in future and the same may not necessarily provide the basis for
Slide 18: Product Labels
Product Labels Nippon India Passive Flexicap FOF ange Traded Funds (ETFs Index Funds Fund Riskometer Benchmark Riskometer This product is suitable for investors who are seeking*: * Long term capital appreciation © Investment in units of Domestic ETFs/Index Funds “Investors should consult their finan
Slide 19: Product Labels
Product Labels Nippon India Hybrid Bond Fund (Number of Segregated Portfolios - 2) (An open ended hybrid scheme inv Fund Riskometer Benchmark Riskometer ng predominantly in debt instruments) This product is suitable For investors who are seeking*: * Regular income and capital growth over long term *
Slide 20: 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 21: Thank you for your time!
<Q) Nippon india Mutual Fund y Wealth sets you free Thank you for your time! L Good gets Ae
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