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Aditya Birla Innovation 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 2020
Number of Stocks 20-25
Investment Horizon Long Term
Fund Managers Vishal Gajwani and Natasha Lulla

Unique Feature

Long-term wealth formation with less uncertainty is feasible.

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.

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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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.