Aditya Birla Capital

Aditya Birla Capital (AMC) Founded in 1994, one of the oldest in India, A JV between Aditya Birla Group & Sun Life Financial Inc since 2001, One of the top 3 AMCs in India with AUM of over US$37.5 bn (Apr 2018), Offer portfolio management services and alternate investment solutions to HNI’s and Institutions, Aditya Birla Sun Life PMS manages / advises Rs. 17,200 cr of assets (Apr 30,2018), 10 member dedicated team for Equity and Fixed Income, with a cumulative experience of over 60 yrs - over 8 yrs average experience, Disciplined processes driving investment management.

Fund Managers

Ms. Natasha Lulla

Portfolio Manager – PMS Investment

Ms. Natasha has more than 9 years of experience in equity research and fund management. Natasha was working with Goldman Sachs as an equity analyst covering India Materials sector before joining Birla Sun Life PMS. She was doing Portfolio Strategy for ASEAN regions while working with Goldman. She holds a Masters in Business Administration in Finance and Marketing from Management Development Institute, Gurgaon, where Natasha was the Gold Medallist for each of the two years. She was also awarded a Gold Medal for achieving the 1st rank in the Finance stream. Natasha Lulla graduated in Economics from Lady Shri Ram College, New Delhi and with the top 1% in Delhi University.

Mr. Vishal Gajwani

Portfolio Manager – PMS Investment

Mr.Vishal has 11 years of extensive research experience across various sectors and markets and also in equity research and portfolio management. Earlier he was working with Reliance Portfolio Management Services, as an Assistant Fund Manager. Vishal received various Medals and appreciations, including the Chancellor's Gold Medal. Vishal is also a CFA charter holder from the CFA Institute (USA). 


Strategy

ADITYA BIRLA CAPITAL - CEP - MULTI CAP

CEP Portfolio consists of 25-30 stocks selected from a multi-cap universe. The investment approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses that consistently create value through favourable industry operating conditions. Quantitative Screeners backed by fundamental research and Value investing approach to generate alpha.

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ADITYA BIRLA CAPITAL - SSP - MULTI CAP

SSP Portfolio consists of 20-25 stocks. Invest 80% portfolio in 4 to 6 sectors.The investment approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses that consistently create value through favourable industry operating conditions. Quantitative Screeners backed by fundamental research and Value investing approach to generate alpha.

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ADITYA BIRLA CAPITAL - TOP 200 CORE EQUITY PORTFOLIO - LARGE CAP

The Top 200 Core Equity Portfolio consists of 25-30 stocks selected predominantly from a large-cap universe.The investment approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses that consistently create value through favourable industry operating conditions. Quantitative Screeners backed by fundamental research and Value investing.

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