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Aditya Birla Sun Life- Core Equity Portfolio
Aditya Birla Sun Life- Core Equity Portfolio

Aditya Birla Sun Life- Core Equity Portfolio

  • Aditya Birla Sun Life AMC
  • Multi Cap AND Flexi Cap
  • 63
    Out of 118*
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PMS Bazaar
Portfolio age16 years, 11 months
4.01%
4.29%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.65%)
Allocation by Market Cap
Small Cap (8.21%)
Mid Cap (16.29%)
Large Cap (71.84%)
Sector Holdings
  • Financial Services30.88%
  • Information Technology7.99%
  • Services7.27%
  • Auto7.09%
  • Capital Goods6.37%
Stock Holdings
  • Interglobe Aviation Ltd7.27%
  • ICICI Bank Ltd5.66%
  • Bharti Airtel Ltd5.57%
  • Infosys Ltd4.69%
  • HDFC Bank Ltd4.03%

bt_logoPORTFOLIO MANAGERS

Salvin Shah
  • Manager Rank145 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2340.95
  • Highest Return In 1 Yr7.35%
Profile

Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour 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.

Other Schemes
  • table
  • Grid
Compare
Aditya Birla Sun Life- Innovation Portfolio
AUM (₹ Cr)
₹151.48 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
56 Out of 251
Fixed Fee
2.50%
Scheme Return
4.9%
Benchmark Return
4.27%
Aditya Birla Sun Life- Top 200 Core Equity Portfolio
AUM (₹ Cr)
₹98.42 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 28
Fixed Fee
2.50%
Scheme Return
4.7%
Benchmark Return
4.62%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹514.44 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 53
Fixed Fee
2.50%
Scheme Return
4.61%
Benchmark Return
4.27%
Aditya Birla Sun Life- Core Equity Portfolio
AUM (₹ Cr)
₹224.30 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
105 Out of 251
Fixed Fee
2.50%
Scheme Return
4.01%
Benchmark Return
4.29%
Aditya Birla Sun Life- India Special Opportunities Portfolio
AUM (₹ Cr)
₹1,352.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
141 Out of 251
Fixed Fee
2.50%
Scheme Return
3.47%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
224.30
(As on Oct, 2025)
Inception Date
Jan 07, 2009
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
12.00%
Profit Sharing
20% Profit share above 12% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective of CEP is to Focus on Long Term Wealth Creation. Multi-Cap Universe and Concentrated Portfolio - 25-30 stocks with Effective screener(P-Score) to identify future winners.

Investment Approach

CEP Portfolio is built with the twin objectives of giving the client a set of strong companies that are purchased at prices that are not exorbitantly high. It consists of only Value stocks and sector agnostic stocks. It focuses on investing when good-business is in temporary bad-time and exit when the price goes beyond its worth.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Aditya Birla Sun Life- Core Equity Portfolio
AUM (₹ Cr)
₹224.30 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
105 Out of 251
Fixed Fee
2.50%
Scheme Return
4.01%
Benchmark Return
4.29%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Aditya Birla Sun Life AMC
Aditya Birla Sun Life AMC manages assets worth Rs 29880.44 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap, 1 Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

29,880.44 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Aditya Birla Sun Life- Innovation Portfolio
AUM (₹ Cr)
₹151.48 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
56 Out of 251
Fixed Fee
2.50%
Scheme Return
4.9%
Benchmark Return
4.27%
Aditya Birla Sun Life- Top 200 Core Equity Portfolio
AUM (₹ Cr)
₹98.42 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 28
Fixed Fee
2.50%
Scheme Return
4.7%
Benchmark Return
4.62%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹514.44 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 53
Fixed Fee
2.50%
Scheme Return
4.61%
Benchmark Return
4.27%
Aditya Birla Sun Life- Core Equity Portfolio
AUM (₹ Cr)
₹224.30 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
105 Out of 251
Fixed Fee
2.50%
Scheme Return
4.01%
Benchmark Return
4.29%
Aditya Birla Sun Life- India Special Opportunities Portfolio
AUM (₹ Cr)
₹1,352.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
141 Out of 251
Fixed Fee
2.50%
Scheme Return
3.47%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Aditya Birla Sun Life- Core Equity Portfolio?
The hurdle rate of Aditya Birla Sun Life- Core Equity Portfolio is 12.00%.
What is the fixed fee charged in Aditya Birla Sun Life- Core Equity Portfolio ?
The fixed fee charged in Aditya Birla Sun Life- Core Equity Portfolio is 2.50%.
What is the variable fee charged in Aditya Birla Sun Life- Core Equity Portfolio ?
The variable fee charged in Aditya Birla Sun Life- Core Equity Portfolio is 1.00%.
What is the profit sharing in Aditya Birla Sun Life- Core Equity Portfolio ?
The profit sharing in Aditya Birla Sun Life- Core Equity Portfolio is 20% Profit share above 12% Hurdle.
What is the minimum investment in Aditya Birla Sun Life- Core Equity Portfolio ?
The minimum investment in Aditya Birla Sun Life- Core Equity Portfolio is ₹50 Lacs
What type of scheme is Aditya Birla Sun Life- Core Equity Portfolio?
Aditya Birla Sun Life- Core Equity Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Aditya Birla Sun Life- Core Equity Portfolio?
The inception date of Aditya Birla Sun Life- Core Equity Portfolio is Jan 07, 2009.
What is the exit load of Aditya Birla Sun Life- Core Equity Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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