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ABSL Next 100 Portfolio NR

Aditya Birla Sun Life AMC Limited

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.

 

ABSL Next 100 Portfolio NR

Fund Snapshot

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/12/2019

Age

5.11 Years

Min. Inv. Amount

5000000

Fund Manager

Mr. A. Balasubramanian

1 Month Turnover

1-Year Turnover

AUM CR

Purpose

The Portfolio will primarily invest in top 150 stocks (excluding NIFTY 50), with an aim to deliver returns higher than benchmark, by taking lower risk/volatility versus pure Small Cap & Midcap strategies

 

Fixed Fees Structure

  • Up to 2.50% pa – RegularΒ 
  • Up to 1.50% pa – Direct

 

Variable Fees Structure

  • Regular and Direct – NIL up to a return of 12% paΒ 
  • Regular – Upto 20% of return in excess of 12% paΒ 
  • Direct – Upto 15% of return in excess of 12% pa

 

Exit Load

  • Upto 3% for a period as mutually agreed between PM and 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.

Build Wealth by Being Patient and Seeing the Big Picture

 

Wealth usually takes time to build. AltPort Funds emphasizes patience and seeing the big picture, helping you stay focused on your long-term goals. By setting realistic expectations and staying disciplined, we reduce the urge to make constant changes. This steady approach lets your money grow over time, quietly and steadily.

 

ABSL Next 100 Portfolio NR

Benchmark: Nifty 50 TRI

Aditya Birla Sun Life Amc Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance NA 0.00 0.00 0.00 0.00 0.00 4.07 1.47 4.80 6.89
Benchmark NA -11.30 -14.44 -9.02 -3.99 1.19 10.03 7.59 10.01 11.34
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Fund Manager

A. Balasubramanian

A. Balasubramanian

A. Balasubramanian is the Managing Director and CEO of Aditya Birla Sun Life AMC Limited, a position he has held since 2009. Having joined the organization in 1994, he previously served as Chief Investment Officer and has over three decades of industry experience. Under his stewardship, the firm has grown to oversee assets exceeding β‚Ή4 lakh crores. A respected industry veteran, he has served multiple terms as Chairman of AMFI and holds several advisory roles with SEBI and NISM. An alumnus of IIM Bangalore and Harvard Business School, his leadership continues to shape India's evolving investment and alternate asset landscape.

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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.

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