Aditya Birla Sun Life AMC Ltd

Aditya Birla - Special Opportunities Portfolio

Equity, Multi cap & Flexi Cap

AUM (Cr.)

1349.86

Benchmark

S&P BSE 500 TRI

Inception Date

June 14, 2018

Minimum Investement

Rs. 50 Lakh

Invest Now Get a Callback

Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	1.24	0.96
3M Return	4.97	6.57
6M Return	-1.51	5.62
1Y Return	-0.90	6.27
2Y Return	13.35	16.16
3Y Return	15.07	15.25
5Y Return	19.21	18.61
Since Inception	15.86	12.58

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 Alternate Investment Funds (AIF) Equity at Aditya Birla Sun Life Mutual Fund (ABSLMF), bringing over 27 years of experience in Indian equity markets and a proven track record of significant alpha generation over extended periods. He joined ABSLAMC in July 2022, prior to which he headed Portfolio Management Services (PMS) at Invesco Asset Management (India) Pvt Ltd, managing segregated mandates across growth strategies like Caterpillar and Challengers, as well as value strategies such as RISE and DAWN. Earlier roles include setting up the Adani Family Office in 2011, senior positions at BNP Paribas Asset Management advising offshore funds, and sell-side experience at firms like SSKI Securities, Enam Securities, and Motilal Oswal; he holds an MMS from Narsee Monjee Institute of Management Studies and a B.E. in Production Engineering from KJ Somaiya College of Engineering.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
2.50%	20%	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.