Aditya Birla Core Equity Portfolio

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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 2008
Number of Stocks 25-30
Investment Horizon Medium to Long Term
Fund Managers Vishal Gajwani 

Unique Feature

Aditya Birla Core Equity Portfolio (CEP) invests in high-quality companies with steady growth and return profiles to generate considerable alpha. The emphasis is on a stock selection with a strong research orientation to provide healthy medium- to long-term returns.

If you want, ideal

Ideal for investors who want to participate and profit from the Indian economy’s long-term growth narrative.

Minimum Amount of Investment

The minimum investment per individual account is Rs. 50 lacs (or such other amount as per the decision by the Portfolio Manager at its sole discretion in each case)

Investment Horizon Minimum three-year investment horizon

Approach

We use a variety of metrics, including growth rate, profitability, return ratios, capital investment needs, and projected future profits owing to fundamental factors, to evaluate a company’s prospects. We pay close attention to long-term economic cycles and how they affect corporate profitability and demography-based spending patterns. We see the results of these studies as the main driver of the creation of intrinsic value.

Investment Philosophy

Aditya Birla Core Equity Portfolio believes in investing in quality businesses that are core to India’s growth story. They value invest in companies having favourable operating dynamics. 

FAQ

What is the Portfolio Management division of Aditya Birla Sun Life AMC?

Portfolio Management Service is Aditya Birla Sun Life AMC Limited’s Portfolio Management section, which assists you in managing your money. This is a one-on-one service designed just for High Net Worth individuals like you. They offer expert services that are tailored to your financial objectives.

What does Aditya Birla Core Equity Portfolio focus on?

The Core Equity Portfolio (CEP) seeks to generate considerable alpha by investing in high-quality companies that have consistent growth and return profiles. The focus is on a stock selection with a strong research orientation, with investments in 25-30 stocks to achieve healthy medium to long-term returns.

What kind of investors should invest in Aditya Birla Core Equity Portfolio?

Ideal for investors who want to participate in and profit from India’s long-term economic narrative.

What is the minimum investment amount of the Aditya Birla Core Equity Portfolio?

Per individual accounts, the minimum investment amount is Rs. 50 lacs (or such other amount as decided by the Portfolio Manager at its sole discretion in each individual case)

What is the approach of Aditya Birla Core Equity Portfolio?

Due to fundamental causes, they determine a company’s future prospects by calculating its growth rate, profitability, return ratios, capital investment requirements, and future profit potential. They pay close attention to long-term economic cycles and their impact on company profitability and demography-based spending patterns, and They see the results as the primary source of intrinsic value creation.

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.

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.