Aditya Birla Sun Life AMC
AUM (Cr.)
1905.05
No. of Clients
1819
No. of Investment Approach
6
As On
31 March 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 | 47.31% | 25.66% | 24.88% | 21.30% | 06 Oct, 2009 |
Core Equity Portfolio |
MULTI CAP | 33.80% | 13.90% | 18.70% | 15.84% | 07 Jan, 2009 |
Top 200 Core Equity Portfolio |
LARGE CAP | 35.28% | 16.80% | 19.00% | 17.69% | 27 May, 2015 |
India Special Opportunities Portfolio |
MULTI CAP | 40.74% | 22.17% | 21.29% | 21.13% | 14 Jun, 2018 |
Innovation Portfolio |
MULTI CAP | 43.53% | 23.05% | 21.65% | 22.39% | 24 Apr, 2018 |
* Returns are as on 31st March 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 | 40.23% | 22.07% | NA | NA | Dec 2021 |
* All performance above are as on 31st March 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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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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