Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

30 April 2024

Aditya Birla Sun Life AMC Ltd. Founded in 1994, one of the oldest in India, A JV between Aditya Birla Group & Sun Life Financial Inc since 2001,Offer portfolio management services and alternate investment solutions to HNI’s and Institutions,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.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Select Sector Portfolio
SMALL & MID CAP 56.48% 41.26% 24.18% 27.15% 06 Oct, 2009
Core Equity Portfolio
MULTI CAP 25.57% 24.80% 15.99% 17.02% 07 Jan, 2009
Top 200 Core Equity Portfolio
LARGE CAP 34.03% 30.07% 19.81% 19.56% 27 May, 2015
India Special Opportunities Portfolio Featured
MULTI CAP 43.45% 35.42% 21.86% 23.85% 14 Jun, 2018
Innovation Portfolio
MULTI CAP 36.91% 34.13% 21.32% 23.62% 24 Apr, 2018

* Returns are as on  30th June 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 43.40% 35.25% NA NA Dec 2021

* All performance above are as on 30th June 2024,  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr  Sameer Narayan

Mr Sameer Narayan

Head - AIF

Mr Dhaval Mehta

Mr Dhaval Mehta

Fund Manager

Mr Salvin Shah

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

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.