Nippon Life India Asset Management Limited

rs,

January 29, 2024 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, Fort, Mumbai 400 001 G Block, Bandra Kurl

9%

ro Trends 3 Industry AUM has grown rapidly over the last decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8

16%

M has grown rapidly over the last decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4

14%

idly over the last decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4 2013-14 2014-1

11%

over the last decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4 2013-14 2014-15 20

12%

the last decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4 2013-14 2014-15 2015-16

13%

ast decade MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4 2013-14 2014-15 2015-16 201

7%

MF AUM (INR trillion) % of GDP 9% 9% CAGR for MF AUM: 16% 16% 16% 14% 11% 12% 13% 11% 7% 8.3 10.8 12.3 17.5 21.4 23.8 22.3 37.6 39.3 31.4 2013-14 2014-15 2015-16 2016-17 201

60%

2022-2023 GDP is budgeted 4 Under-penetration presents significant growth potential MF AUM/GDP 60% 73% 74% 60% 48% 14% 112% 79% 59% World Brazil Canada Germany India Japan Sweden Unit

73%

2023 GDP is budgeted 4 Under-penetration presents significant growth potential MF AUM/GDP 60% 73% 74% 60% 48% 14% 112% 79% 59% World Brazil Canada Germany India Japan Sweden United K

74%

GDP is budgeted 4 Under-penetration presents significant growth potential MF AUM/GDP 60% 73% 74% 60% 48% 14% 112% 79% 59% World Brazil Canada Germany India Japan Sweden United Kingdo

48%

dgeted 4 Under-penetration presents significant growth potential MF AUM/GDP 60% 73% 74% 60% 48% 14% 112% 79% 59% World Brazil Canada Germany India Japan Sweden United Kingdom United

“No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness or fairness of the information, estimates, projections and opinions contained in this presentation.”

Risk Assessment Module

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Comprehensive Self-Service Bouquet

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Fund raising underway for

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Risk Assessment Module

Helps Investors ascertain the level of their risk tolerance Consolidated Dashboard Enhanced Experience Customer Guidance Ease & Convenience Watch List & Schedule Transactions: Allows investors track the funds they like and also schedule purchases for future Repeat/Favorite Transaction Provision to set any transactions favorite and do repeat transaction with just a click Top Trending Funds: Dynamic fund display as per most bought across asset class which investors can consider buying Funds that might interest you: Funds can be shown basis AI, Anchor Products, Next Best Products & Customer profile models E-Helpdesk: Online Helpdesk for query generation and resolution

Comprehensive Self-Service Bouquet

Enabling a wide gamut of services with which investors can access, initiate & execute NCTs 27 Strong Digital Presence Lumpsum & New SIP Registration Digital Purchases (mn)* 9M FY24 9M FY23 4.25 76% 2.41 4.25Mn 9M FY24 Digital (New Purchase and SIP registrations) transactions 58% 9M FY24 Digital contribution to total NIMF Purchases & New SIP Registrations 224% 9M FY24 2.2X growth in Digital New SIPs registrations vis-à- vis 9M FY23 * Including New SIP registrations * Digital purchases through NIMF-owned Digital assets and digital integrations with distribution partners 28 Steady Systematic Transactions Quarterly Systematic Book (INR bn) +239% 17.5 18.8 20.1 21.3 22.8 25.6 29.1 32.2 34.3 59.3 47.2 Q1 FY22 Q2 FY22 Q3 FY22 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Q3 FY24 Book (INR bn) 18.7 19.5 21.0 Oct-23 Nov-23 Dec-23 As on Dec 31, 2023 Folios at 6.8 mn (+47% YoY) AUM at INR 914 bn (+57% YoY) Annualized book of INR 252 bn SIP accounts continuing for >5 years 63% 12

Fund raising underway for

❑ Public Equity AIF “Nippon India Equity Opportunities AIF Scheme 9” ❑ Structured Credit AIF “Nippon India Credit Opportunities AIF Scheme 1” ❑ Real Estate AIF “Nippon India Yield Plus AIF Scheme 4”; a follow-on fund to an existing Real Estate mandate from Japanese Investors ▪ Tech/VC FoF is in advanced stage of deployment. Nearly 80% of commitment raised has been deployed across 12 Tech/VC funds 32 Offshore Business - Creating ‘expressways’ globally Key presence Singapore Dubai (INR bn) 114 21 93 130 20 110 Japan 146 21 125 Advisory Managed Dec-22 Other International Tie Ups Sep-23 Dec-23 Xtrackers India Govt. Bond UCITS ETF Godo Kaisha Genkai India Investment* Bualuang Bharata Fund Nippon India Taiwan Equity Fund *invests into Nippon India Yield Plus AIF - Scheme 2 (India) 33 Process Orientation - Investments Risk Rating of Securities Quantitative Assessment considering Business Risk and Management Risk Fund Casing Detailed framework for every fund to ensure adherence to its objectiv