Aditya Birla India Special Opportunities Portfolio

AIF & PMS Chatbot

Hello there!

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

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

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.

FAQ

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.

 

Book a call with our experts

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.