Aditya Birla Sun Life AMC
AUM (Cr.)
2477.34
No. of Clients
1999
No. of Investment Approach
6
As On
31 August 2024
Aditya Birla Sun Life AMC Limited , founded in 1994, is one of the oldest asset management companies in India. It is a JV between Aditya Birla Group & Sun Life Financial Inc since 2001. It offers portfolio management services, alternate & offshore investment solutions to HNIs and Institutions. It has a 13-member dedicated investment team for Equity, Fixed Income and Real Estate , with a cumulative experience of 100+ years. It focuses on delivering sustained investment performance with a portfolio differentiation and by relying on a strong and robust risk management and governance framework
PMS Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Select Sector Portfolio |
SMALL & MID CAP | 51.25% | 36.81% | 23.78% | 28.84% | 06 Oct, 2009 |
Core Equity Portfolio |
MULTI CAP | 28.19% | 20.91% | 14.06% | 18.68% | 07 Jan, 2009 |
Top 200 Core Equity Portfolio |
LARGE CAP | 39.64% | 27.45% | 18.70% | 21.03% | 27 May, 2015 |
India Special Opportunities Portfolio Featured |
MULTI CAP | 44.34% | 32.64% | 21.08% | 24.60% | 14 Jun, 2018 |
Innovation Portfolio |
MULTI CAP | 43.50% | 33.54% | 21.17% | 26.00% | 24 Apr, 2018 |
* Returns are as on 30th September 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
AIF Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Equity Opportunities Fund |
CAT III - LONG ONLY | 44.56% | 30.73% | NA | NA | Dec 2021 |
* All performance above are as on 31st August 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr Sameer Narayan
Head - AIF
Mr Dhaval Mehta
Fund Manager
Mr Salvin Shah
Fund Manager
AMC Registered Address
One World Center, Tower 1, 17Th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013.
SEBI Reg No : INP000000597
AMC Investor Login Link
Click here
AMC Website Link
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AMC Social Media
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