Strategy performance
The Indian Economic Transformation Portfolio - Systematic Rebalancing Option
Nippon Life India Asset Management Limited · AUM ₹171 Cr · as of Aug 2026
Our read
₹100 grew to ₹204.1 since inception (+13.8% CAGR), with a max drawdown of −17.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.9%
Since inception
+13.8%
Max drawdown
−17.6%
Volatility
+14.3%
Peer position
Loading peer ranks…
Performance
The Indian Economic Transformation Portfolio - Systematic Rebalancing Option₹204.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.5% | +0.3% | −8.9% | +11.3% | +1.3% | +2.5% | +0.9% | +3.2% | +5.1% | ||||
| 2025 | −5.1% | −6.2% | +4.5% | +2.7% | +6.3% | +3.2% | −0.4% | −1.5% | −0.1% | +5.7% | −0.3% | −1.1% | +7.2% |
| 2024 | +4.9% | +1.6% | −0.2% | +4.9% | −0.7% | +7.0% | +2.8% | +1.0% | +0.9% | −5.7% | +1.6% | −1.8% | +16.7% |
| 2023 | −2.9% | −2.1% | −0.4% | +4.5% | +3.0% | +4.8% | +3.7% | −1.5% | +2.2% | −2.1% | +8.8% | +6.0% | +25.9% |
| 2022 | −0.9% | −7.6% | +2.6% | −1.3% | −4.6% | −4.8% | +10.1% | +4.4% | −4.4% | +4.2% | +3.4% | −3.8% | −4.1% |
| 2021 | +1.1% | +2.3% | +6.9% | +3.0% | +4.3% | +4.6% | +4.0% | +1.7% | −2.1% | +0.1% | +28.7% |
Metrics
Tearsheet- 1M return
- +3.2%
- 3M return
- +6.8%
- 6M return
- +9.7%
- 1Y return
- +9.3%
- 2Y CAGR
- +3.4%
- 3Y CAGR
- +14.9%
- 5Y CAGR
- +10.4%
- Since-inception CAGR
- +13.8%
- Total return
- +104.1%
- Average month
- +1.2%
- Median month
- +1.5%
- Average up month
- +3.8%
- Best month
- +11.3%
- Best rolling 12M
- +42.0%
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.
The Indian Economic Transformation Portfolio - Systematic Rebalancing Option performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has The Indian Economic Transformation Portfolio - Systematic Rebalancing Option performed?
- The Indian Economic Transformation Portfolio - Systematic Rebalancing Option (Nippon Life India Asset Management Limited) shows CAGR 13.85% and max drawdown -17.60% 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 The Indian Economic Transformation Portfolio - Systematic Rebalancing Option CAGR / max drawdown?
- CAGR is 13.85%; max drawdown is -17.60%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do The Indian Economic Transformation 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 The Indian Economic Transformation 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