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.
Aditya Birla India Special Opportunities Portfolio
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 15-25 |
| Investment Horizon | Medium Term |
| Fund Managers | Vishal Gajwani |
Investment Philosophy
- The portfolio’s investment target is to invest in stocks that are poised to benefit from catalysts as well as secular growth names.
- The concept is to invest in businesses with solid balance sheets, an established track record of capital allocation, and a high return on capital for a longer period of time.
- A huge emphasis is laid on fundamental research
- Bottom-up approach to stock selection is preferred.
Unique Feature
Aditya Birla India Special Opportunities portfolio aims to take advantage of market inefficiencies that result in the mispricing of businesses with solid fundamentals. Additionally, it pinpoints macro and micro-level triggers that assist these equities’ rise in value over the next two to three years.
If you want, ideal
Ideal for investors seeking capital growth by purchasing firms well-positioned to gain from macro- and micro-catalysts and names with secular growth.
Minimum Amount of Investment
The minimum investment per individual account is Rs. 50 lacs (or such other amount as decided by the Portfolio Manager at its sole discretion in each case)
Investment Horizon
Minimum three-year investment horizon
Approach
Companies that are well-positioned to profit from the below-mentioned triggers would be the primary focus:
Small Turnaround (market share gain, new product launch etc.)
macroeconomics / Business cycle change
Management Change sDeleveraging
Demerger
Names with Mid to Large Cap Potential for Secular Growth
Key advantages:
- Investing in businesses with macroeconomic and business cycle changes
- Change in Management Deleveraging
- varied sector exposure in a multi-cap portfolio
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
India Special Opportunities 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 | ₹416.51 | 1.56 | 11.60 | -3.92 | -7.62 | -3.22 | 10.34 | 14.49 | 11.14 | 14.00 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 12.97 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vishal Gajwani
Mr. Vishal Gajwani With over 19 years of experience in equity research and portfolio management, Vishal has extensive experience of managing equity portfolios across investment cycles. He, along with his team, is accredited with conducting differentiated market studies capturing interesting insights on various aspects of investing, translating into superlative performance track record. He is a Gold Medalist Chartered Accountant (AIR - 1) and holds a Master’s degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor’s Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA.
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