About Company
Aditya Birla Sun Life AMC Limited
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.
ABSL INDIA 200 QUANT EQUITY PORTFOLIO
Fund Snapshot
|
PMS Provider Name |
Aditya Birla Sun Life Amc Limited |
|
Benchmark |
BSE 500 TRI |
|
Strategy Name |
Equity |
|
Product Name |
Equity |
|
Date Of Inception |
24/07/2009 |
|
Age |
16.5 Years |
|
Min. Inv. Amount |
5000000 |
|
Fund Manager |
Vivek Mahajan |
|
1 Month Turnover |
0.04 |
|
1-Year Turnover |
0.76 |
|
AUM CR |
₹9.25 |
Purpose
To construct an optimally focused portfolio of large- & mid-cap securities to significantly outperform the BSE-200 Index with a risk lesser than the benchmark (BSE-200 Index). There can be no assurance that the Fund will achieve its investment objective.
Fixed Fees Structure
- Up to 2.50% pa - regular
- Up to 1.50% pa - Direct
Variable Fees Structure
- Regular and Direct - NIL up to a return of 12% pa
- Regular - Upto 20% of return in excess of 12%
- Direct - Upto 15% of return in excess of 12%
Exit Load
- Up to 3% for a period as mutually agreed between the PM and the client
About Company
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.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ABSL INDIA 200 QUANT EQUITY PORTFOLIO
Benchmark: BSE 500 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 Sun Life Amc Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹30.92 | -1.22 | 7.84 | -1.51 | -3.37 | -1.26 | 14.02 | 16.89 | 12.06 | 12.92 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 12.88 |
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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