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Select Sector Portfolio NR
Aditya Birla Sun Life Amc Limited
104.39 CR AUM
Select Sector Portfolio NR
Aditya Birla Sun Life Amc Limited
104.39 CR AUM
BSE 500 TRI
Benchmark
16yr 7mo
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% of return in excess of 12% pa
Variable Fees
Upto 3% for a period as mutually agreed in between the PM and the client
Exit Load
BSE 500 TRI
Benchmark
16yr 7mo
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% of return in excess of 12% pa
Variable Fees
Upto 3% for a period as mutually agreed in 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 investment objective of the portfolio is to generate long-term capital appreciation and reasonable income in the form of dividends by investing in equity and equity related securities. Invest in High Quality businesses in Sectors with consistent Growth and ROE by identifying and participating in growth of these businesses over medium to long term. Investment decisions will be based on attractive valuation with margin of safety
Investment Approach v/s Benchmark Metrics
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1M IA return
15.31%
1M benchmark return
10.38%
Alpha
4.93%
1M Wealth multiple
1.15x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
15.31%
1M benchmark return
10.38%
Alpha
4.93%
1M Wealth multiple
1.15x
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