Nippon India Alternative Investments

Funds managed

Fund nameAsset ClassLicense
NIEO Scheme1Formalization of Indian economy, move from unorganised to organised sector
Listed Equity-mid & smallcapSEBI AIF Cat 3
NIEO Scheme2Participate in financial service boomListed Equity -mid & smallcapSEBI AIF Cat 3
NIEO Scheme3Participate in millennial opportunityListed Equity -mid & smallcapSEBI AIF Cat 3
NIEO Scheme4The next billionListed Equity -mid & smallcapSEBI AIF Cat 3
NIEO Scheme5Participate in 5 trillion dollar economyListed Equity -mid & smallcapSEBI AIF Cat 3

About the AMC

  • Nippon Life India AIF Management Limited is a 100% subsidiary of Nippon Life India Asset Management Limited (Formerly Reliance Nippon Life Asset Management Limited).
  • BOD

Mr Manu Chadha is a practicing Chartered Accountant and a Senior Partner in M/s T R Chadha & Co., Chartered Accountants.

Mr. Sundeep Sikka is the Executive Director & Chief Executive Officer of Nippon Life India Asset Management Limited (Formerly Reliance Nippon Life Asset Management Limited) (NAM India), asset manager to Nippon India Mutual Fund.

Mr. Hiroshi Fujikake currently serves as the Chief Planning and Business Excellence Officer, Nippon Life India Asset Management Limited.

  • Fund Manager- Varun Goel, Fund Manager AIF & PMS at Nippon India Mutual Fund prior work experience – Vice President & Fund manager at Motilal Oswal Amc, Head of Portfolio Management at Karvy Stock Broking, Fund Manager at KC Portfolio Management, Associate Vice President at Kotak Portfolio Management.  Btech IITD, MBA – IIML

Investment Philosophy (for firm)

Our endeavour is to create wealth for our investors over a medium to long term period by creating Benchmark Agnostic Concentrated Portfolios of quality stocks, based on fundamental research driven Bottom Up stock picking.

Equity Offering

Equity Offerings: Investment in a focused portfolio of high growth emerging businesses that stands to benefit from a paradigm shift in business from unorganized to organized sector and endeavors to invest in Quality Mid and Small Capitalization companies.

Nippon India Equity Opportunities AIF Scheme-5

https://www.nipponindiaaif.com/Home/equityopportunitiesscheme5

close ended

Participate in 5 trillion dollar economy

Nippon India Equity Opportunities AIF Scheme -4 

https://www.nipponindiaaif.com/Home/equityopportunitiesscheme4

The next billion

Fund Manager Varun goel, close ended

Nippon India Equity Opportunities AIF Scheme -3 https://www.nipponindiaaif.com/Home/equityopportunitiesscheme3

Fund Manager Varun goel, close ended

Participate in millennial opportunity

Nippon India Equity Opportunities AIF Scheme-2 https://www.nipponindiaaif.com/Home/equityopportunitiesscheme2

Fund Manager Varun goel, close ended

Participate in financial service boom

Nippon India Equity Opportunities AIF Scheme -1

https://www.nipponindiaaif.com/Home/equityopportunitiesscheme1

Fund Manager Varun goel, close ended

Formalization of Indian economy, move from unorganised to organised sector

Media

Topic/Title- Wealth Creation Themes for 2020

Media platform name Nippon India Mutual Fund

Date-Jan14,2020

https://www.youtube.com/watch?v=PglzNeT5gss&t=14s

Discussed new theme, shift in paradigm from unorganized to organized- tax reforms, reducing arbitrage between unorganized to organized (eg. footwear, jewellery sectors).

Topic/Title- AIF – The Next Big Opportunity – Shahzad Madon, Varun Goel

Media platform name- PMS Bazaar

Date- Nov,2019

https://www.youtube.com/watch?v=B-YHpDnNKuI&t=5s

Alternative investment industry growing at a pace which is twice that of traditional form of investments. Introduced their AIF Funds. They focus on theme based investing. All the funds are based on a unique theme hence they are able to give consistent results.

Topic/Title Cases for investing in AIF Cat3

Media platform name – PMS AIF 

Date-Sep22,2019

https://www.youtube.com/watch?v=Q9mBHxIoftQ&t=11s

Introduced various categories of AIF funds, also shared insights on why AIF over MF and PMS if you want to invest in listed securities and that too long only.

Analyst questions

  1. All your funds are based on various theme, how do you identify various themes? Do u look first for companies or do you look at a theme and thereafter make fundamental analysis of various companies to make the allocation decision? Even though there are various themes still we have noticed there is some overlap with respect to allocation, why is it so?
  2. Your funds are focused on mid cap and small cap securities, which haven’t performed well in past 2 yrs. How were you fund still able to perform well even when the segment witnessed slump?
  3. How do you mitigate an event or unforeseen risk in the portfolio?
  4. AIF cat 3 funds are generally open ended funds, any specific reason that you formed close ended funds?
  5. What does Nippon bring on table (well-known company in Japan),in terms of better technology and analytical skills, what is your competitive advantage?
  6. Do you think change of name impact investor’s willingness to invest; do you think they will more be more confident about their investment now?
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