Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC

AUM (Cr.)

1468.76

No. of Clients

2012

No. of Strategy

6

As On

28 February 2023

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 Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Aditya Birla Sun Life- Select Sector Portfolio
SMALL & MID CAP 10.68% 17.51% 22.22% 7.72% 01 Aug, 2009
Aditya Birla Sun Life- Core Equity Portfolio
MULTI CAP 0.63% 12.65% 15.47% 6.78% 24 Aug, 2007
Aditya Birla Sun Life- Top 200 Core Equity Portfolio
LARGE CAP 4.49% 11.76% 15.27% 11.82% 24 May, 2015
Aditya Birla Sun Life- India Special Opportunities Portfolio
MULTI CAP 10.91% 13.31% 18.33% NA 15 Jun, 2018
Aditya Birla Sun Life- Innovation Portfolio
MULTI CAP 7.59% 12.34% 19.39% NA 24 Apr, 2018

* All performance above are as on 28th Feb 2023 * Above 1 year returns are in CAGR  

AIF Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Aditya Birla Sun Life- India Equity Opportunities Fund
CAT III - LONG ONLY 9.65% NA NA NA Dec 2021

* All performance above are as on 28th February 2023  * 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

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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.

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