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Customised Equity Portfolio

Aditya Birla Sun Life Amc Limited

100.70 CR AUM

Customised Equity Portfolio

Customised Equity Portfolio

Aditya Birla Sun Life Amc Limited

100.70 CR AUM

Nifty 50 TRI
Benchmark
1yr 6mo
Age
EQUITY
Strategy
Regular - Upto 2.50% p.a. Direct - Upto 1.50% p.a.
Fixed Fees
10% profit sharing on 12% hurdle
Variable Fees
Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client
Exit Load
Nifty 50 TRI
Benchmark
1yr 6mo
Age
EQUITY
Strategy
Regular - Upto 2.50% p.a. Direct - Upto 1.50% p.a.
Fixed Fees
10% profit sharing on 12% hurdle
Variable Fees
Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client
Exit Load
Fund manager

sameer narayan

Fund Manager
EQUITYStrategies

Mr. Sameer Narayan has over 25 years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. He has been with the Company since July 2022 as Head - Alternate Investments Equity. Prior to joining the Company, he has worked with organizations like Invesco Asset Management - India, Adani Advisory LLP, BNP Paribas Investment Partners, SSKI Securities Pvt. Ltd. Enam Securities Pvt. Ltd. and Motilal Oswal Securities Ltd. He has varied experience in managing mandates across growth and value strategies as well as buy side and sell side experience. Sameer holds Master's in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering from KJ Somaiya college of Engineering, Mumbai.

Mr. Sameer Narayan has over 25 years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. He has been with the Company since July 2022 as Head - Alternate Investments Equity. Prior to joining the Company, he has worked with organizations like Invesco Asset Management - India, Adani Advisory LLP, BNP Paribas Investment Partners, SSKI Securities Pvt. Ltd. Enam Securities Pvt. Ltd. and Motilal Oswal Securities Ltd. He has varied experience in managing mandates across growth and value strategies as well as buy side and sell side experience. Sameer holds Master's in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering from KJ Somaiya college of Engineering, Mumbai.
Fund manager

salvin shah

Fund Manager
EQUITYStrategies

Has 9+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavor is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.

Has 9+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavor is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.
1OF2

Purpose

The Portfolio allows each investor to define the terms of portfolio management based on the risk profile and return expectations.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
9.61%
1M benchmark return
7.49%
Alpha
2.12%
1M Wealth multiple
1.10x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
9.61%
1M benchmark return
7.49%
Alpha
2.12%
1M Wealth multiple
1.10x

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