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Innovation Portfolio NR
Aditya Birla Sun Life Amc Limited
24.20 CR AUM
Innovation Portfolio NR
Aditya Birla Sun Life Amc Limited
24.20 CR AUM
BSE 500 TRI
Benchmark
6yr 1mo
Age
EQUITY
Strategy
Upto 2.50% pa - Regular
Upto 1.50% pa - Direct
Fixed Fees
Regular & Direct - Nil upto 12% pa
Regular - Upto 20% of return in excess of 12% pa
Direct - Upto 15% pf return in excess of 12% pa
Variable Fees
Upto 3% for a period as agreed between the PM and the client
Exit Load
BSE 500 TRI
Benchmark
6yr 1mo
Age
EQUITY
Strategy
Upto 2.50% pa - Regular
Upto 1.50% pa - Direct
Fixed Fees
Regular & Direct - Nil upto 12% pa
Regular - Upto 20% of return in excess of 12% pa
Direct - Upto 15% pf return in excess of 12% pa
Variable Fees
Upto 3% for a period as agreed between the PM and the client
Exit Load
a. balasubramanian
Fund Manager
EQUITYStrategies
Mr. A. Balasubramanianis the Managing Director & CEO of the Company. A stalwart of the mutual fund industry, he brings with him over three decades of rich experience. He has been associated with the organisation since 1994. Prior to assuming the role of CEO in 2009, Mr. Balasubramanian served as the Chief Investment Officer from 2006 to 2009. As Managing Director & CEO, Mr. Balasubramanian oversees Assets
Purpose
The objective is long term wealth creation with lower volatility. The Portfolio would be invested in companies which are beneficiaries of the fast changing landscape across industries and create business value by actively innovating across business models, product and pricing strategies and customer experience.
Investment Approach v/s Benchmark Metrics
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1M IA return
11.78%
1M benchmark return
10.38%
Alpha
1.40%
1M Wealth multiple
1.12x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
11.78%
1M benchmark return
10.38%
Alpha
1.40%
1M Wealth multiple
1.12x
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