Funds managed
Fund name | Asset Class | License |
NIEO Scheme1Formalization of Indian economy, move from unorganised to organised sector | Listed Equity-mid & smallcap | SEBI AIF Cat 3 |
NIEO Scheme2Participate in financial service boom | Listed Equity -mid & smallcap | SEBI AIF Cat 3 |
NIEO Scheme3Participate in millennial opportunity | Listed Equity -mid & smallcap | SEBI AIF Cat 3 |
NIEO Scheme4The next billion | Listed Equity -mid & smallcap | SEBI AIF Cat 3 |
NIEO Scheme5Participate in 5 trillion dollar economy | Listed Equity -mid & smallcap | SEBI 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
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
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
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
- 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?
- 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?
- How do you mitigate an event or unforeseen risk in the portfolio?
- AIF cat 3 funds are generally open ended funds, any specific reason that you formed close ended funds?
- What does Nippon bring on table (well-known company in Japan),in terms of better technology and analytical skills, what is your competitive advantage?
- 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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