Strategy performance
High Conviction Equity Portfolio -Systematic Rebalancing Option
Nippon Life India Asset Management Limited · AUM ₹75.0 Cr · as of Aug 2026
Our read
₹100 grew to ₹210.4 since inception (+14.5% CAGR), with a max drawdown of −16.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.7%
Since inception
+14.5%
Max drawdown
−16.2%
Volatility
+13.9%
Peer position
Loading peer ranks…
Performance
High Conviction Equity Portfolio -Systematic Rebalancing Option₹210.4Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.1% | −0.2% | −9.1% | +10.1% | +0.2% | +2.5% | +2.1% | +3.9% | +4.3% | ||||
| 2025 | −3.9% | −6.6% | +4.0% | +2.2% | +3.9% | +2.6% | −1.8% | +0.3% | +0.1% | +4.7% | +0.2% | −0.4% | +4.7% |
| 2024 | +3.7% | +3.7% | +1.1% | +3.9% | +0.3% | +6.1% | +1.8% | +1.3% | +0.8% | −4.8% | +2.3% | −2.4% | +18.8% |
| 2023 | −3.3% | −1.8% | +0.7% | +3.8% | +4.2% | +5.8% | +4.4% | −1.2% | +2.6% | −3.4% | +8.7% | +7.8% | +31.2% |
| 2022 | +0.4% | −7.0% | +4.7% | −2.7% | −4.4% | −5.7% | +9.5% | +4.3% | −2.5% | +5.6% | +2.2% | −3.9% | −1.0% |
| 2021 | +0.5% | +0.2% | +5.5% | +3.0% | +1.8% | +4.3% | +6.5% | +3.2% | −2.5% | +0.3% | +24.8% |
Metrics
Tearsheet- 1M return
- +3.9%
- 3M return
- +8.6%
- 6M return
- +9.0%
- 1Y return
- +9.1%
- 2Y CAGR
- +2.3%
- 3Y CAGR
- +14.7%
- 5Y CAGR
- +12.6%
- Since-inception CAGR
- +14.5%
- Total return
- +110.4%
- Average month
- +1.2%
- Median month
- +1.5%
- Average up month
- +3.3%
- Best month
- +10.1%
- Best rolling 12M
- +49.3%
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.
High Conviction Equity Portfolio -Systematic Rebalancing Option performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has High Conviction Equity Portfolio -Systematic Rebalancing Option performed?
- High Conviction Equity Portfolio -Systematic Rebalancing Option (Nippon Life India Asset Management Limited) shows CAGR 14.48% and max drawdown -16.19% 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 High Conviction Equity Portfolio -Systematic Rebalancing Option CAGR / max drawdown?
- CAGR is 14.48%; max drawdown is -16.19%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do High Conviction Equity 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 High Conviction Equity 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