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Aditya Birla Sun Life AMC
Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC

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AUM ₹ 5,656.06 Cr (As on Feb, 2025)
No. of schemes 5
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About Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC manages assets worth Rs 5656.06 crores. Its current offering of PMS schemes includes 1 Large Cap, 3 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Dhaval Mehta
Dhaval Mehta
  • Schemes managed 3
  • Total AUM ₹1,664.00 Cr
  • Highest return in 1 year +13.39 %
Profile

Has 11+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.

Sameer Narayan
Sameer Narayan
  • Schemes managed 2
  • Total AUM ₹1,442.00 Cr
  • Highest return in 1 year +13.39 %
Profile

Has 27+ years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. Prior to joining ABSLAMC, he was Head – PMS at Invesco Asset Management (India) Pvt Ltd. Managed segregated mandates across both growth (Caterpillar) & value (RISE & DAWN ) strategies. Has also set up the Adani Family Office in Sep 2011. Began his buy-side career with BNP Paribas Asset Management in 2006 where he advised o?shore mandates. Has varied sell-side experience through his stints at SSKI, Enam Securities & Motilal Oswal. Sameer holds a Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering

Salvin Shah
Salvin Shah
  • Schemes managed 5
  • Total AUM ₹1,870.00 Cr
  • Highest return in 1 year +13.39 %
Profile

Has 11+ 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.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Aditya Birla Sun Life- Top 200 Core Equity Portfolio
AUM (₹ Cr)
82
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
17 Out of 25
Fixed Fee
2.50%
Aditya Birla Sun Life- Core Equity Portfolio
AUM (₹ Cr)
222
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
79 Out of 236
Fixed Fee
2.50%
Aditya Birla Sun Life- Innovation Portfolio
AUM (₹ Cr)
124
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
80 Out of 236
Fixed Fee
2.50%
Aditya Birla Sun Life- India Special Opportunities Portfolio
AUM (₹ Cr)
1097
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
123 Out of 236
Fixed Fee
2.50%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
345
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
20 Out of 44
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Aditya Birla Sun Life- Top 200 Core Equity Portfolio
17Out of 5
-7.49%
Nifty 50 TRI
-5.79%
Nifty 50 TRI
82.00
12.00%
2.50%
Aditya Birla Sun Life- Core Equity Portfolio
79Out of 5
-7.88%
Nifty 50 TRI
-7.88%
Nifty 50 TRI
222.00
12.00%
2.50%
Aditya Birla Sun Life- Innovation Portfolio
80Out of 5
-7.89%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
124.00
12.00%
2.50%
Aditya Birla Sun Life- India Special Opportunities Portfolio
123Out of 5
-9.09%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
1,097.00
12.00%
2.50%
Aditya Birla Sun Life- Select Sector Portfolio
20Out of 5
-10.87%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
345.00
12.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Aditya Birla Sun Life AMC ?
The total AUM managed by Aditya Birla Sun Life AMC is ₹5656.06 crores
What is the total number of schemes managed by Aditya Birla Sun Life AMC ?
The total number of schemes managed by Aditya Birla Sun Life AMC is 5
What is the best performing PMS scheme of Aditya Birla Sun Life AMC in 1 year ?
The best performing PMS scheme of Aditya Birla Sun Life AMC in 1 year is Aditya Birla Sun Life- Select Sector Portfolio.
What is the best performing PMS scheme of Aditya Birla Sun Life AMC in 3 years?
The best performing PMS scheme of Aditya Birla Sun Life AMC in 3 years is Aditya Birla Sun Life- Select Sector Portfolio
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