Aditya Birla Select Sector Portfolio

Aditya Birla Select Sector Portfolio

Fund Snapshot

Year of Inception 2009
Number of Stocks 15-25
Investment Horizon Long Term
Fund Managers Vishal Gajwani and Natasha Lulla

About Fund Managers

Head of Alternative Investments. Vishal has vast experience studying companies across industries and market capitalizations, with over 12 years of experience in equity analysis and fund management.

Portfolio Manager Natasha Lulla has about 11 years of equity analysis and fund management experience. Natasha served as an equity analyst for Goldman Sachs in the India Materials sector prior to joining Aditya Birla Sun Life Portfolio Management Services.

Unique Feature

Investing in businesses that can give consistent returns

Investment Philosophy

  • 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.