Aditya Birla Innovation 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

Minimum Amount 50 Lacs
Investment Horizon 3 to 5 years

Unique Feature

The creation of cutting-edge products is only one aspect of innovation. It is a new manner of conducting business, new systems of goods or services, or new ways for customers to engage with your company.

A sustained return on innovation’s weighted cost of capital is required.

It must be meaningful and pertinent to the organisation. Although incremental breakthroughs are crucial, they cannot have much of an impact on huge businesses.

Perfect if you desire…

The goal is to create wealth with less volatility.

The Aditya Birla Innovation Portfolio aims to generate long-term capital appreciation and income in the form of dividends, with a bias toward any market cap segment, as mutually agreed by the client fund manager. The portfolio invests in or proposes to invest in listed equity equity-related instruments. It can also invest in mutual fund units and money market products. High quality with consistent growth, strong ROE, minimal leverage, and high growth potential are just a few of the companies’ characteristics. It is a portfolio that can be customised to the client’s unique investment preferences. Stock selection is carried out using a combination of the “Bottom Up” and “Top Down” approaches, which examine the macroeconomic factors that affect industry growth and the fundamental characteristics of the competing companies.

Investment Methodology

We think the greatest method to find high-quality firms with above-average, long-term profit growth is through bottom-up, fundamental research.

Fundamental Analysis:

 Equity analysts (s) execute fundamental analysis as the first step in the portfolio development process, giving the portfolio management team access to company and sector information. The analysis of company and industry data obtained through meetings with firm management, suppliers, users, rivals, industry consultants, and the broker research community also helps to create investment ideas.

Research Methodology:

The equities research process usually starts with an industry or sector review to detect market trends and give a framework for picking specific securities. This level of fundamental research frequently examines the potential for unit growth, pricing power, global growth opportunities, the regulatory environment, and economic sensitivity. The analyst(s) acquire in-depth knowledge of the investigated sectors’ domestic, foreign, and economic circumstances.

Investment Philosophy

  • The portfolio development process starts with fundamental analysis conducted by equity analyst(s), which offers company and market research to the portfolio management team.
  • To define market developments and provide a basis for individual security selection, the equity research process generally starts with an industry/sector overview.

FAQ

What is the inception date of the Aditya Birla Innovation Portfolio?

23 Jan 2020

What are the criteria this fund is looking for in companies to allocate?

Around 50-75 percent of the portfolio will be invested in firms that are part of the innovation framework, with the rest invested in companies that are part of the secular growth framework. They’re looking for firms that are actively innovating across goods and processes to produce commercial value. Looking for high-quality companies with positive growth, return on investment, and cash flow profile.

What is the fundamental research of the Aditya Birla Innovation Portfolio?

The portfolio development process begins with the fundamental analysis done by equity analyst(s), which delivers business and industry research to the portfolio management team. Meetings with firm management, suppliers, users, rivals, industry consultants, and the broker research community are also used to explore investment ideas.

What kind of research is done as per the fund philosophy?

To detect industry trends and give a framework for individual security selection, the equity research process usually starts with an industry/sector review. At this level of study, unit growth possibilities, pricing power, foreign expansion potential, regulatory environment, and economic sensitivity are frequently examined. Analysts get a thorough understanding of the economic, political, and international circumstances that impact the sectors under investigation.

What is Aditya Birla Sun Life AMC Limited?

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 major global financial services corporation headquartered in Canada that was founded in 1994.

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: +919561619571, 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.