Aditya Birla Sun Life AMC
AUM (Cr.)
1581.55
No. of Clients
1845
No. of Investment Approach
6
As On
30 June 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 Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Aditya Birla Sun Life- Select Sector Portfolio |
SMALL & MID CAP | 20.69% | 11.66% | 33.89% | 14.12% | 06 Oct, 2009 |
Aditya Birla Sun Life- Core Equity Portfolio |
MULTI CAP | 11.39% | 8.49% | 25.58% | 11.31% | 07 Jan, 2009 |
Aditya Birla Sun Life- Top 200 Core Equity Portfolio |
LARGE CAP | 11.91% | 9.55% | 21.69% | 12.80% | 27 May, 2015 |
Aditya Birla Sun Life- India Special Opportunities Portfolio |
MULTI CAP | 17.83% | 10.38% | 26.17% | 15.47% | 14 Jun, 2018 |
Aditya Birla Sun Life- Innovation Portfolio |
MULTI CAP | 18.98% | 12.37% | 24.29% | 17.82% | 24 Apr, 2018 |
* Returns are as on 31st August 2023, * 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 |
Aditya Birla Sun Life- India Equity Opportunities Fund |
CAT III - LONG ONLY | 18.26% | NA | NA | NA | Dec 2021 |
* All performance above are as on 31st August 2023 * 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
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AMC Website Link
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AMC Social Media
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