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 NEXT 100 PORTFOLIO STP
Fund Snapshot
|
PMS Provider Name |
Aditya Birla Sun Life Amc Limited |
|
Benchmark |
Nifty 50 TRI |
|
Strategy Name |
Equity |
|
Product Name |
Equity |
|
Date Of Inception |
07/10/2019 |
|
Age |
6.2 Years |
|
Min. Inv. Amount |
5000000 |
|
Fund Manager |
Mr. A. Balasubramanian |
|
1 Month Turnover |
0.01 |
|
1-Year Turnover |
0.29 |
|
AUM CR |
₹28.95 |
Purpose
The Portfolio will primarily invest in top 150 stocks (excluding NIFTY 50), with an aim to deliver returns higher than the benchmark by taking lower risk/volatility versus pure Small Cap & Midcap strategies
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% pa
- 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.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ABSL NEXT 100 PORTFOLIO STP
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 Sun Life Amc Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹27.10 | 0.96 | 3.20 | 2.88 | 6.18 | 0.06 | 12.19 | 10.50 | 7.61 | 12.15 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | -0.35 | -1.19 | 9.00 | 9.13 | 8.32 | 13.09 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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 ₹4 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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