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Aditya Birla Money India Consumption Portfolio

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Welcome to AIF & PMS Experts India Pvt. Ltd.

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.

Fund Snapshot

Year of Inception 2019
Number of Stocks 12-18
Investment Horizon Medium to Long Term
Fund Managers Vivek Mahajan

Unique Feature

Superior Stock Selection to beat the benchmark BSE 200 index. 

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.

FAQ

What are the features of Aditya Birla Discretionary Portfolios?

  • Multi cap strategy
  • Sector agnostic Portfolio (Diversified equity portfolio)
  • A focused 15 – 20 stocks ideas
  • Benchmark – CNX 100

What are the features of Aditya Birla Money India Consumption Portfolio?

  • Multi cap strategy
  • A Consumption focused portfolio with 12 – 18 stocks ideas
  • Benchmark – BSE 200

What is the definition of Aditya Birla Discretionary Portfolios?

Use a two-pronged portfolio management method to your benefit. Exercising superior stock selection (for Core Portfolio) and tactical positioning to outperform the benchmark (CNX100) (for Satellite Portfolio).

What Is Discretionary Investment Management?

Discretionary investment management is a type of investment management in which a portfolio manager or investment counsellor makes a purchase and sell decisions for a client’s account. The word “discretionary” refers to investment decisions made solely at the discretion of the portfolio manager. This requires the customer to have complete faith in the investment manager’s competence.

What is the investment philosophy of Aditya Birla Money India Consumption Portfolio?

Aditya Birla Money India Consumption Portfolio is managed by Aditya Birla Money Limited’s PMS department and focuses on a multi-cap investment stock selection that can outperform the benchmark BSE 200 index. The Aditya Birla Money or ABM India Consumption Portfolio is a discretionary portfolio (D- PMS) that selects stocks based on themes.

About Fund Manager

Vishal Gajwani, Head – Alternate Investments (Equity)

Vishal Gajwani_Aditya Birla

With over 15 years of experience in equity research and portfolio management, Vishal has extensive experience in 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 a 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.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Select Sector Portfolio(SSP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 6-Oct-09
small cap
(PMS)
302 Strategy 3.67 10.65 12.03 3.29 41.02 26.76 10.00 21.31 15.59
Nifty Midcap 100 6.23 11.29 11.54 10.78 37.40 26.22 11.49 16.12 12.87

Core Equity Portfolio(CEP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 7-Jan-09
multi cap
(PMS)
356 Strategy 3.26 8.34 5.51 5.65 33.33 20.45 8.00 19.41 20.51
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 12.00 14.01 14.44

Top 200 Core Equity Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: May-2015
large cap
(PMS)
51 Strategy 4.25 8.73 8.61 7.23 26.89 20.19 13.13 NA 12.47
BSE 200 4.49 8.70 7.63 5.61 27.43 19.17 12.47 NA 11.66

India Special Opportunities Portfolio (ISOP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 14-Jun-18
multi cap
(PMS)
539 Strategy 2.85 7.39 10.72 3.38 30.55 22.77 NA NA 16.19
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 NA NA 12.33

Innovation Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 24-Apr-18
multi cap
(PMS)
71 Strategy 5.36 11.18 9.38 6.11 27.03 25.03 NA NA 18.34
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 NA NA 11.95

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.