Strategy performance
Emerging India Portfolio - Systematic Rebalancing Option
Nippon Life India Asset Management Limited · AUM ₹4.47 Cr · as of Aug 2026
Our read
₹100 grew to ₹239.6 since inception (+17.2% CAGR), with a max drawdown of −16.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.6%
Since inception
+17.2%
Max drawdown
−16.6%
Volatility
+15.5%
Peer position
Loading peer ranks…
Performance
Emerging India Portfolio - Systematic Rebalancing Option₹239.6Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.5% | +0.1% | −8.4% | +12.4% | +3.2% | +3.5% | +1.4% | +3.4% | +11.3% | ||||
| 2025 | −7.1% | −9.1% | +6.3% | +0.2% | +9.5% | +4.0% | −3.3% | −2.0% | +2.3% | +4.8% | −0.5% | −2.3% | +1.2% |
| 2024 | +6.5% | −2.9% | −1.5% | +9.6% | −1.3% | +7.5% | +3.4% | +0.2% | +1.8% | −2.9% | +3.0% | −1.2% | +23.5% |
| 2023 | −2.9% | +1.5% | −0.6% | +3.9% | +8.7% | +6.2% | +3.7% | +4.0% | +1.6% | −2.3% | +7.5% | +6.9% | +44.4% |
| 2022 | +0.3% | −7.2% | +4.3% | −2.0% | −5.3% | −3.3% | +8.5% | +5.5% | −2.8% | +0.6% | +0.7% | −2.6% | −4.4% |
| 2021 | +2.9% | +2.5% | +4.0% | +2.2% | +3.3% | +1.7% | +5.0% | +2.8% | −1.3% | −0.7% | +24.8% |
Metrics
Tearsheet- 1M return
- +3.4%
- 3M return
- +8.5%
- 6M return
- +15.2%
- 1Y return
- +16.1%
- 2Y CAGR
- +6.4%
- 3Y CAGR
- +16.6%
- 5Y CAGR
- +15.2%
- Since-inception CAGR
- +17.2%
- Total return
- +139.6%
- Average month
- +1.4%
- Median month
- +1.7%
- Average up month
- +4.1%
- Best month
- +12.4%
- Best rolling 12M
- +58.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Emerging India Portfolio - Systematic Rebalancing Option performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Emerging India Portfolio - Systematic Rebalancing Option performed?
- Emerging India Portfolio - Systematic Rebalancing Option (Nippon Life India Asset Management Limited) shows CAGR 17.22% and max drawdown -16.61% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Emerging India Portfolio - Systematic Rebalancing Option CAGR / max drawdown?
- CAGR is 17.22%; max drawdown is -16.61%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Emerging India Portfolio - Systematic Rebalancing Option returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Emerging India Portfolio - Systematic Rebalancing Option?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more