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Aditya Birla Top 200 Core Equity 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 2015
Number of Stocks 20-30
Investment Horizon Long Term
Fund Managers Vishal Gajwani and Natasha Lulla

Unique Feature

 Invest in high-quality large-cap companies that are at the core of India’s growth story.

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.
  • Investment ideas are often derived from conversations with company executives, suppliers, users, rivals, industry analysts, and the broker analysis community about company and industry knowledge.

FAQ

What is the offering of the Top 200 Portfolio?

Top 200 CEP is an exclusive service from Aditya Birla Sun Life Portfolio Management Services that allows you to invest in the top 200 companies by market capitalisation which is driving the country’s growth. This portfolio will assist you in identifying these firms and participating in their medium- to long-term journey. Investing in the Top 200 CEP allows you to practise value investing by investing in large size companies.

For whom Aditya Birla Top 200 Core Equity Portfolio is ideal?

This is an excellent investment choice for individuals looking to participate in India’s long-term growth by purchasing large-cap Indian shares.

What is the Minimum Investment Amount of Top 200 Core Equity?

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 approach of the Top 200 Portfolio?

  • Long-term growth of a few industries, which accounts for the majority of GDP growth patterns
  • Concentrate on companies that continually add value due to favourable industry operating conditions.
  • Quantitative Screeners with a foundation in science
  • To develop alpha, use a value-investing strategy.

What is the Minimum Investment Amount of Top 200 Core Equity?

Invest in the core of India’s growth story: high-quality large-cap firms.

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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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 02040068995,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.