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.
|Year of Inception||2018|
|Number of Stocks||15-25|
|Investment Horizon||Medium Term|
|Fund Managers||Vishal Gajwani|
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)
Minimum three-year investment horizon
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
Names with Mid to Large Cap Potential for Secular Growth
- Investing in businesses with macroeconomic and business cycle changes
- Change in Management Deleveraging
- varied sector exposure in a multi-cap portfolio
- 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.
What is the overview of Aditya Birla India Special Opportunities Portfolio?
The India Special Opportunities portfolio aims to take advantage of market inefficiencies that contribute to the mispricing of fundamentally sound equities. It also identifies micro and macro catalysts that favour these equities and help unlock their potential over a two- to three-year time horizon.
Who should be willing to invest in Aditya Birla India Special Opportunities Portfolio?
This strategy is ideal for investors looking for capital appreciation by purchasing stocks that are poised to profit from micro and macro triggers, as well as secular growth names.
Who is collaborating with Aditya Birla India Special Opportunities Portfolio?
Investment in companies with
- Macro / Change in the business cycle
- Management Change
Multi cap portfolio with exposure to diversified sectors
What is th inception date of Aditya Birla India Special Opportunities Portfolio?
15th June 2018
What is the minimum amount of investment into Aditya Birla India Special Opportunities 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)
About Fund Manager
Vishal Gajwani, Head – Alternate Investments (Equity)
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.
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.