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Aditya Birla India Special Opportunities 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 2018
Number of Stocks 15-25
Investment Horizon Medium Term
Fund Managers Vishal Gajwani 

Unique Feature

Invest in stocks with catalysts that can unlock value

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.

Investment Philosophy

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
  • Deleveraging

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)

Vishal Gajwani

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)
288 Strategy -4.77 -5.98 -11.20 -4.07 39.58 18.53 6.94 19.91 14.46
Nifty Midcap 100 -6.49 -10.91 -13.11 -1.92 34.15 14.43 8.33 13.66 11.52

Core Equity Portfolio(CEP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 7-Jan-09
multi cap
(PMS)
342 Strategy -5.39 -11.28 -12.29 0.16 27.51 12.09 5.32 18.28 19.58
Nifty 500 -5.18 -10.12 -10.73 -0.64 25.71 11.50 9.95 12.37 13.49

Top 200 Core Equity Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: May-2015
large cap
(PMS)
49 Strategy -5.29 -9.52 -9.48 1.62 21.53 13.02 11.80 NA 10.61
BSE 200 -5.07 -9.65 -9.61 -0.17 25.07 11.40 10.43 NA 9.84

India Special Opportunities Portfolio (ISOP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 14-Jun-18
multi cap
(PMS)
502 Strategy -4.74 -6.49 -7.64 -1.34 28.23 16.69 NA NA 13.52
Nifty 500 -5.18 -10.12 -10.73 -0.64 25.71 11.50 NA NA 9.17

Innovation Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 24-Apr-18
multi cap
(PMS)
63 Strategy -4.03 -7.60 -11.68 -0.76 23.30 17.07 NA NA 15.04
Nifty 500 -5.18 -10.12 -10.73 -0.64 25.71 11.50 8.89

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 02040068995,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.