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.
|Year of Inception||2009|
|Number of Stocks||15-25|
|Investment Horizon||Long Term|
|Fund Managers||Vishal Gajwani|
Investing in businesses that can give consistent returns
- The portfolio’s investment objective is to achieve long-term capital appreciation and fair dividend income by investing in equity and equity-related securities.
- Identify and engage in the growth of high-quality companies in sectors with consistent growth and ROE over the medium to long term, as well as practise Value Investing when making investment decisions.
What does Select Sector Portfolio offers?
The Select Sector Portfolio (SSP) allows investors to invest in high-quality, consistent-return firms while adhering to the value investing concept. This strategy allows us to give investors both safety and compounding profits, resulting in long-term prosperity.
What kind of investors is ideal for Aditya Birla Select Sector Portfolio?
Ideal for investors looking for a portfolio of well-chosen concepts supported by extensive study and investment expertise.
What is the minimum investment amount of Aditya Birla Select Sector 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)
What is the investment horizon of Aditya Birla Select Sector Portfolio?
Minimum of three years
What is the investment approach of the Select Sector Portfolio?
The portfolio demonstrates a growth-oriented investment strategy with an emphasis on quality. They look for firms with excellent or increasing fundamentals in industries with favourable operational dynamics that are undervalued. Aditya Birla adds value by selecting firms that are innately value-generating due to their positioning and waiting for an opportunity to purchase at prices that satisfy their expectations for returns and margins of safety.
About Fund Manager
Vishal Gajwani, Head – Alternate Investments (Equity)
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
|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
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India Special Opportunities Portfolio (ISOP)AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 14-Jun-18
Innovation PortfolioAMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 24-Apr-18
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.