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Aditya Birla Nifty Next 100 PMS

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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 NA
Number of Stocks 150
Investment Horizon Long Term
Fund Managers Vishal Gajwani

Unique Feature

Diversified portfolio with major focus on midcaps and large-caps

Investment Philosophy

  • Years of high success and development have culminated in the ideal combination of growth and quality.
  • The Fund would mainly invest in the top 150 stocks (excluding the NIFTY 50), with the aim of outperforming the index by reducing risk and uncertainty relative to pure Small Cap and Midcap strategies.

FAQ

What is the investment philosophy of Aditya Birla Nifty Next 100 PMS?

  • Years of outstanding achievement and progress have resulted in the optimum balance of growth and quality.
  • The Fund would primarily invest in the top 150 stocks (excluding the NIFTY 50), with the goal of beating the index while lowering risk and uncertainty in comparison to pure Small-Cap and Midcap strategies.

What is the unique feature of Aditya Birla Nifty Next 100 PMS?

The distinguishing characteristic is a well-diversified portfolio with a strong concentration on mid-and large-cap stocks.

How the Aditya Birla Nifty Next 100 PMS has been grown in the market?

Bajaj Finserv, Federal Bank, Bata India, Avenue Supermarts, and Divi’s Laboratories all made good contributions to the portfolio in November. This portfolio includes Covid-resistant sectors such as healthcare, insurance, and fast-moving consumer goods, as well as own-sector leaders in retail and materials, as well as sectors that are expected to emerge stronger from the crisis.

What is the investment process of Aditya Birla Nifty Next 100 PMS?

  • Follow the Nifty Next 100 Universe on Twitter.
  • Companies that do not pass the screeners should be rejected.
  • Approximately half of the remaining businesses pass this test.
  • Choose 15-25 high-growth, high-potential firms to invest in.

What kind of companies are in the targeted region of Aditya Birla Nifty Next 100 PMS?

The primary goal is to purchase firms with robust balance sheets, a proven track record of capital deployment, and a high return on capital over a lengthy period of time.

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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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.