About Company
Aditya Birla Money
The authority behind Portfolio Management Services is Aditya Birla Sun Life AMC Limited. Aditya Birla Sun Life AMC Limited has a section called Portfolio Management Service. Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between the Aditya Birla Group, a well-known Indian conglomerate, and Sun Life Financial Inc., a significant worldwide financial services firm based in Canada that was established in 1994.
Aditya Birla Money India Consumption Portfolio
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | 12-18 |
| Investment Horizon | Medium to Long Term |
| Fund Managers | Vivek Mahajan |
Investment Philosophy
Managed by the PMS desk of Aditya Birla Money Limited, Aditya Birla Money India Consumption Portfolio focuses on a multicap investment stock selection that has an ability to beat the benchmark BSE 200 index. The Aditya Birla Money or ABM India Consumption Portfolio is a discretionary portfolio (D- PMS) and has a thematic approach to stock selection.
Unique Feature
Superior Stock Selection to beat the benchmark BSE 200 index.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ABM India Consumption Portfolio
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Aditya Birla Money Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹7.39 | -11.12 | -17.03 | -18.30 | -12.57 | -2.06 | 10.00 | 7.65 | 7.24 | 7.15 |
| Benchmark | NA | -11.30 | -14.44 | -9.02 | -3.99 | 1.19 | 10.03 | 7.59 | 10.01 | 11.78 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vivek Mahajan
With over 2 decades of rich experience, Vivek is heading the research bureau of Aditya Birla Money. He is responsible for generating research ideas for our wealth and institutional clients. His job involves monitoring investment scenario (domestic and international) with specific focus on companies, sectors and market related issues and use inputs and insights to help shape investment strategy. Prior to joining Aditya Birla Money, Vivek had successful stints at companies like HSBC InvesDirect Securities, HDFC Securities and IIT Investrust Ltd.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.