Aditya Birla Sun Life AMC Ltd

Aditya Birla - Select Sector Portfolio

Equity, Small & Mid Cap

AUM (Cr.)

551.31

Benchmark

S&P BSE 500 TRI

Inception Date

October 06, 2009

Minimum Investement

Rs. 50 Lakh

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Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	2.90	0.96
3M Return	7.05	6.57
6M Return	5.34	5.62
1Y Return	9.52	6.27
2Y Return	24.00	16.16
3Y Return	25.51	15.25
5Y Return	28.38	18.61
Since Inception	17.43	14.72

Investment Approach vs Benchmark

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Mr. Sameer Narayan

Mr. Sameer Narayan serves as Head of Alternative Investment Funds (AIF) at Aditya Birla Sun Life AMC (ABSLAMC), bringing over 27 years of extensive experience in Indian equity markets and a proven track record of significant alpha generation across extended periods. He joined ABSLAMC in July 2022, following roles such as Head of PMS at Invesco Asset Management (India) Pvt Ltd from 2020-2022, where he managed segregated mandates spanning growth strategies like Caterpillar and Challengers, and value strategies like RISE and DAWN, as well as setting up the Adani Family Office from 2011-2019 and earlier positions at BNP Paribas Investment Partners, SSKI Securities, Enam Securities, and Motilal Oswal.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
2.50%	12%	12%	1 Year - 2%, 2 Year - 1%, 3 Year - 0%

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.