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Aditya Birla Sun Life AMC Ltd

Aditya Birla - Innovation Portfolio

Equity, Multi cap & Flexi Cap
AUM (Cr.)
152.27
Benchmark
S&P BSE 500 TRI
Inception Date
April 24, 2018
Minimum Investement
Rs. 50 Lakh

Investment Approach Trailing Returns

PeriodInvestment Approach (%)Benchmark (%)
1M Return
-0.28
0.96
3M Return
1.32
6.57
6M Return
0.35
5.62
1Y Return
0.18
6.27
2Y Return
13.67
16.16
3Y Return
16.79
15.25
5Y Return
18.95
18.61
Since Inception
17.76
12.58

Investment Approach vs Benchmark

Data Undisclosed
Data Undisclosed

Market Composition

Large Cap
Mid Cap
Small Cap
Cash
Data Undisclosed

Fund Manager

Mr. Salvin Shah
Mr. Salvin Shah serves as Portfolio Manager for PMS and AIF at Aditya Birla Sun Life Mutual Fund (ABSLMF), with over 13 years of experience in portfolio management and equity research, specializing in managing Indian equities to maximize returns while controlling portfolio risk. He joined ABSLMF in February 2022, after serving as Co-Fund Manager in the PMS business at Sanctum Wealth Management from October 2018 to January 2022, where he assisted the CIO in handling multi-cap equity portfolios, and prior roles in equity research at Edelweiss Securities and Athena Investment Management. A Chartered Accountant from the Institute of Chartered Accountants of India and a Commerce graduate from Mumbai University, Shah excels at early identification of investment themes and stocks, delivering multi-bagger returns, with a focus on high-quality businesses showing consistent growth, high ROE/ROCE, low leverage, and catalysts like turnarounds or demergers

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.

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