Aditya Birla Sun Life- India Special Opportunities Portfolio
Aditya Birla Sun Life- India Special Opportunities Portfolio

Aditya Birla Sun Life- India Special Opportunities Portfolio

  • Aditya Birla Sun Life AMC
  • MULTI CAP AND FLEXI CAP
  • 51
    Out of 116*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age7 years, 1 month
1.93%
3.54%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.61%)
Allocation by Market Cap
Small Cap (7.99%)
Mid Cap (21.02%)
Large Cap (67.38%)
Sector Holdings
  • Financial Services22.11%
  • Capital Goods13.83%
  • Information Technology10.28%
  • Telecom7.04%
  • Auto6.88%
Stock Holdings
  • Bharat Dynamics Limited7.55%
  • Bharti Airtel Ltd6.68%
  • Trent Ltd5.42%
  • ICICI Bank Ltd5.39%
  • Axis Bank Ltd3.82%

bt_logoPORTFOLIO MANAGERS

Salvin Shah
  • Manager Rank90 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2345
  • Highest Return In 1 Yr20.87%
Profile

Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a Member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.

Other Schemes
AUM (₹ Cr)
₹463.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
4 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
₹155.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
56 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹99.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
9 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
₹248.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
98 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,380.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
205 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,380.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
205 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Aditya Birla Sun Life AMC
Aditya Birla Sun Life AMC manages assets worth Rs 27683.03 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 3 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

27,683.03 (As on Jun, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹463.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
4 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
₹155.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
56 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹99.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
9 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
₹248.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
98 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,380.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
205 Out of 250
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Aditya Birla Sun Life- India Special Opportunities Portfolio?
The hurdle rate of Aditya Birla Sun Life- India Special Opportunities Portfolio is 12.00%.
What is the fixed fee charged in Aditya Birla Sun Life- India Special Opportunities Portfolio ?
The fixed fee charged in Aditya Birla Sun Life- India Special Opportunities Portfolio is 2.50%.
What is the variable fee charged in Aditya Birla Sun Life- India Special Opportunities Portfolio ?
The variable fee charged in Aditya Birla Sun Life- India Special Opportunities Portfolio is 1.00%.
What is the profit sharing in Aditya Birla Sun Life- India Special Opportunities Portfolio ?
The profit sharing in Aditya Birla Sun Life- India Special Opportunities Portfolio is 20% Profit sharing above 12% Hurdle.
What is the minimum investment in Aditya Birla Sun Life- India Special Opportunities Portfolio ?
The minimum investment in Aditya Birla Sun Life- India Special Opportunities Portfolio is ₹50 Lacs
What type of scheme is Aditya Birla Sun Life- India Special Opportunities Portfolio?
Aditya Birla Sun Life- India Special Opportunities Portfolio is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Aditya Birla Sun Life- India Special Opportunities Portfolio?
The inception date of Aditya Birla Sun Life- India Special Opportunities Portfolio is Jun 14, 2018.
What is the exit load of Aditya Birla Sun Life- India Special Opportunities Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.