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Aditya Birla India Equity Opportunities Fund

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Aditya Birla India Equity Opportunities Fund

An open-ended equity AIF investing across large cap, mid cap & small cap stocks in a disciplined manner

Fund Snapshot

Year of Inception 2021
Number of Stocks 15-20
Investment Horizon 3-5
Fund Managers Vishal Gajwani, Head – Alternate Investments (Equity)

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.

Structure

Invest in high growth opportunities across the market cap spectrum – focus on leveraging in house research on Trends & implications for key sectors / themes that may remain stellar performers over medium term.

Term – Open Ended

Minimum Commitment Amount :

Regular Plan
A1: >= Rs 1 cr to < Rs 5 crs
A2: >= Rs 5 cr to < Rs 10 crs
A3: >= Rs 10 crs and above
A4: >= Rs 1 cr to < Rs 5 crs
A5: >= Rs 5 cr to < Rs 10 crs
A6: >= Rs 10 crs and above

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.

Investment Philosophy

Quantitative models and tools such as ANR and EE (all Analyst Recommendation changes tracker and Earning Estimates change tracker) are applied to help identify buying opportunities that are in line with our investment strategy. Extensive research studies on historical and current market data and financials are undertaken on stocks which meet the defined criteria. This helps in identifying businesses that could be consistent outperformers leading to superior fund performance. This is developed by analysing company and industry information from meetings with the company managements, suppliers, users, competitors, industry consultants and broker research community. These stocks are further screened on the basis of value investing approach and portfolio optimization via valuation screeners and with the potential of 100% upside in 3-4 years. This enables the investment team to arrive at a focused portfolio of companies. The Investment Manager and the research analyst(s) track the stocks that are consistent with investment strategy of the product. In-house screeners are updated on a weekly or a fortnightly basis, which help in identifying new buying opportunities. In addition to that, research reports provided by the empaneled brokers are also used in the investment process.

Fund Objective

The objective and purpose of the Fund is to carry on the activity of an open-ended Category III AIF and for this purpose to arrange, make, manage and dispose of investments with the view to providing returns to the Contributors in accordance with Applicable Laws and the Trust Documents.

Portfolio Construct

The Fund shall be sector agnostic in its approach and shall focus on making investments in listed as well as unlisted securities or such other instruments as permitted under the Regulations. The Fund will be well diversified across sectors.

Meet the Team

Vishal Gajwani, Head – Alternate Investments (Equity)
Natasha Lulla, Portfolio Manager
Dhrushil Jhaveri, Portfolio Manager
Virendra Kumar, Quantitative Analyst
Apekshya Rajgor, Investment Analyst
There is also a dedicated research team of 10 sector analysts of Aditya Birla Sun Life AMC Ltd which is common for both Mutual Fund and Portfolio Management Services Business.

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)
302 Strategy 3.67 10.65 12.03 3.29 41.02 26.76 10.00 21.31 15.59
Nifty Midcap 100 6.23 11.29 11.54 10.78 37.40 26.22 11.49 16.12 12.87

Core Equity Portfolio(CEP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 7-Jan-09
multi cap
(PMS)
356 Strategy 3.26 8.34 5.51 5.65 33.33 20.45 8.00 19.41 20.51
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 12.00 14.01 14.44

Top 200 Core Equity Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: May-2015
large cap
(PMS)
51 Strategy 4.25 8.73 8.61 7.23 26.89 20.19 13.13 NA 12.47
BSE 200 4.49 8.70 7.63 5.61 27.43 19.17 12.47 NA 11.66

India Special Opportunities Portfolio (ISOP)

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 14-Jun-18
multi cap
(PMS)
539 Strategy 2.85 7.39 10.72 3.38 30.55 22.77 NA NA 16.19
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 NA NA 12.33

Innovation Portfolio

AMC Name: Aditya Birla Sun Life AMC Ltd Inc Date: 24-Apr-18
multi cap
(PMS)
71 Strategy 5.36 11.18 9.38 6.11 27.03 25.03 NA NA 18.34
Nifty 500 4.50 8.54 7.11 5.28 27.90 19.51 NA NA 11.95

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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.