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The Indian Economic Transformation Portfolio Systematic Rebalancing Option

The Indian Economic Transformation Portfolio Systematic Rebalancing Option is a Equity Portfolio Management Service launched by Nippon Life India Asset Management Ltd on July 2019. Managed by Gurbir Singh Chopra, the fund holds ₹179 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge : 2.50%% fixed fee. Trailing returns: 3.03% (1Y), 14.15% CAGR (3Y), 12.78% since inception. Performance data as of July 2026.

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The Indian Economic Transformation Portfolio Systematic Rebalancing Option

Nippon Life India Asset Management Ltd

178.62 CR AUM

The Indian Economic Transformation Portfolio Systematic Rebalancing Option

The Indian Economic Transformation Portfolio Systematic Rebalancing Option

Nippon Life India Asset Management Ltd

178.62 CR AUM

BSE 500 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
AMC Charge : 2.50%
Fixed Fees
NIL
Variable Fees
1st Year : 3% 2nd Year : 2% 3rd Year : 1%
Exit Load
BSE 500 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
AMC Charge : 2.50%
Fixed Fees
NIL
Variable Fees
1st Year : 3% 2nd Year : 2% 3rd Year : 1%
Exit Load
Fund manager

gurbir singh chopra

Fund Manager
EQUITYStrategies

Gurbir Singh Chopra has over 28 years of experience in the financial sector, spanning leadership roles in sales, distribution, and portfolio management across various zones in India. From his tenure at Nippon Life India Asset Management to his leadership roles at Reliance Capital Pension Fund Manager and ICICI Group, he has consistently delivered results, contributing significantly to the growth and success of each organisation he has been associated with. Gurbir Singh Chopra demonstrated proficiency in managing large teams, spearheading business growth, and securing key mandates with prominent financial institutions and regulatory bodies.

Gurbir Singh Chopra has over 28 years of experience in the financial sector, spanning leadership roles in sales, distribution, and portfolio management across various zones in India. From his tenure at Nippon Life India Asset Management to his leadership roles at Reliance Capital Pension Fund Manager and ICICI Group, he has consistently delivered results, contributing significantly to the growth and success of each organisation he has been associated with. Gurbir Singh Chopra demonstrated proficiency in managing large teams, spearheading business growth, and securing key mandates with prominent financial institutions and regulatory bodies.

What is this fund's investment objective?

Aim to deliver superior returns by participating in India growth story through a focussed portfolio of high growth emerging businesses that stand to benefit from Economic Transformation in India, including the shift in business from unorganised to organised sector.

How has The Indian Economic Transformation Portfolio Systematic Rebalancing Option performed?

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1M IA return
2.48%
1M benchmark return
1.73%
Alpha
0.75%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.48%
1M benchmark return
1.73%
Alpha
0.75%
1M Wealth multiple
1.02x

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