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 | 2018 |
Number of Stocks | 15-25 |
Investment Horizon | Medium Term |
Fund Managers | Vishal Gajwani |
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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.
Investment Philosophy
Unique Feature
Aditya Birla India Special Opportunities portfolio aims to take advantage of market inefficiencies that result in the mispricing of businesses with solid fundamentals. Additionally, it pinpoints macro and micro-level triggers that assist these equities’ rise in value over the next two to three years.
Ideal for investors seeking capital growth by purchasing firms well-positioned to gain from macro- and micro-catalysts and names with secular growth.
The minimum investment per individual account is Rs. 50 lacs (or such other amount as decided by the Portfolio Manager at its sole discretion in each case)
Minimum three-year investment horizon
Companies that are well-positioned to profit from the below-mentioned triggers would be the primary focus:
Small Turnaround (market share gain, new product launch etc.)
macroeconomics / Business cycle change
Management Change \sDeleveraging
Demerger
Names with Mid to Large Cap Potential for Secular Growth
Fund Overview
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