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Aditya Birla Real Estate Fund

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Aditya Birla Real Estate Fund

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
Number of Stocks 15-20
Investment Horizon 3-5 Years
Fund Type AIF Category II
Tenure of Fund 5 years + 1-year extension
Minimum Commitment 1 Crore

Investment Strategy of RE Structured Debt

  • Geography – Concentrate on the Tier 1 metro regions of Mumbai, Bengaluru, Pune, NCR, Hyderabad, and Chennai, with more demand, liquidity, and transparent underwriting data.
  • Property Type – The sponsor will also underwrite the company balance sheet and promoter position, often brownfield under construction residential and office developments that have reached financial closing.
  • Investment Stage – Brownfield/greenfield projects that have received the necessary permits
  • Target Companies – Top-tier developers from all around the world. Investment suggestions will be based on the relationship and credit history of the parties involved; however, investments in new connections may be made.
  • Seniority – Senior secured debt with a loan-to-value ratio of up to 60% (LTV)
  • Target Return – At the investment level, aim for a gross IRR in the region of 15% to 16% XIRR.
  • Cash Flow Cover – Target 1.5-2.0x free cash flow minus senior debt servicing, as determined by cautious predicted free cash flows.
  • Term – 30-42 months on average, with a 12- to 18-month lockout time.
  • Control – Affirmative Rights: The fund’s affirmative permission would be required for key management decisions if a breach of the key covenants on control and management. Cash Flow Monitoring: An Escrow account would be set up to keep track of cash flows.

Investment Philosophy

  • By investing in equities and equity-related securities, the portfolio’s investment aim is to seek long-term capital appreciation and modest dividend income.
  • Identify and invest in high-quality firms in industries with steady growth and ROE throughout the medium to long term and use Value Investing to make investment selections.

Team Members

Akshat Pandya

Head, Aditya Birla Real Estate Investment Advisory

  • Over 17 years of real estate private equity, investment banking, and construction finance experience in India.
  • Led and executed investments over> $ 350 million, has been a part of transactions > $ 3 billion.
  • Has worked with AXIS Capital, ENAM, Lehman Brothers, and HDFC Limited
  • Master’s degree in Management Studies (specializing in Finance) and a Bachelor’s degree in Commerce from the University of Mumbai

Nikhil Toprani

Chief Financial Officer, Aditya Birla Real Estate Investment Advisory

  • Over 14 years of experience in private equity, finance and treasury management
  • Monitored over $1 billion of financial investments
  • Has worked with Fidelity Growth Partners India, Blue River Capital, Tata Capital, and KPMG
  • Nikhil is a qualified Chartered Accountant from ICAI, ICWA, and CFA and holds a bachelor’s degree in Commerce from Mumbai University

Amit Kumar

Head Fund Raising, Aditya Birla Real Estate Investment Advisory

  • Over 15 years of experience in fundraising and investor relations in both domestic and international markets
  • Has worked with Milestone Capital, Deutsche Bank & DSP Merrill Lynch. Headed fundraising and investor relations function for Amplus Capital
  • Raised over $100 million for various funds and platforms
  • Bachelor’s in Commerce and Master’s in Commerce from Delhi University.MBA – Finance from IMT Ghaziabad.

Abraham Finney

Investment Professional, Aditya Birla Real Estate Investment Advisory

  • Over four years of experience in Real estate finance and Asset management
  • Transaction experience of >$70 million
  • Has worked with WeWork and Siemens, Munich and Mumbai
  • Holds a postgraduate degree in management from IIM Calcutta and is a graduate of Anna university

FAQs

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.