What is the hurdle rate of Aditya Birla Sun Life- Select Sector Portfolio?

The hurdle rate of Aditya Birla Sun Life- Select Sector Portfolio is 12.00%.

What is the fixed fee charged in Aditya Birla Sun Life- Select Sector Portfolio ?

The fixed fee charged in Aditya Birla Sun Life- Select Sector Portfolio is 2.50%.

What is the variable fee charged in Aditya Birla Sun Life- Select Sector Portfolio ?

The variable fee charged in Aditya Birla Sun Life- Select Sector Portfolio is 1.00%.

What is the profit sharing in Aditya Birla Sun Life- Select Sector Portfolio ?

The profit sharing in Aditya Birla Sun Life- Select Sector Portfolio is >12% Profit sharing 20%.

What is the minimum investment in Aditya Birla Sun Life- Select Sector Portfolio ?

The minimum investment in Aditya Birla Sun Life- Select Sector Portfolio is ₹50 Lacs

What type of scheme is Aditya Birla Sun Life- Select Sector Portfolio?

Aditya Birla Sun Life- Select Sector Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.

What is the inception date of Aditya Birla Sun Life- Select Sector Portfolio?

The inception date of Aditya Birla Sun Life- Select Sector Portfolio is Oct 06, 2009.

Aditya Birla Sun Life- Select Sector Portfolio

Aditya Birla Sun Life AMC
Small AND Mid Cap

9
Out of 33*
Compare
Share

Portfolio age16 years, 10 months

0.44%

1.73%

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

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (7.53%)

Allocation by Market Cap

Small Cap (33.59%)

Mid Cap (34.1%)

Large Cap (24.78%)

Sector Holdings

Financial Services21.21%
Capital Goods19.98%
Auto12.19%
Chemicals7.9%
Information Technology7.06%

Stock Holdings

Bse Limited9.56%
Lumax Industries Ltd5.5%
Federal Bank Ltd5.11%
Hitachi Energy India Ltd4.94%
Deepak Fertilizers & Petro Corp Ltd4.55%

PORTFOLIO MANAGERS

Sameer Narayan

Manager Rank5 Out of 44
i
Rank is based on 3-year return
Schemes Managed2
Total AUM1886.74
Highest Return In 1 Yr9.81%

Profile

Has 27+ years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. Prior to joining ABSLAMC, he was Head – PMS at Invesco Asset Management (India) Pvt Ltd. Managed segregated mandates across both growth (Caterpillar) & value (RISE & DAWN ) strategies. Has also set up the Adani Family Office in Sep 2011. Began his buy-side career with BNP Paribas Asset Management in 2006 where he advised o?shore mandates. Has varied sell-side experience through his stints at SSKI, Enam Securities & Motilal Oswal. Sameer holds a Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering

Other Schemes

1m 3m 6m 1y 3y 5y

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Aditya Birla Sun Life- India Special Opportunities Portfolio

AUM (₹ Cr)

₹1,147.54 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

739.20

(As on Jul, 2026)

Inception Date

Oct 06, 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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.00%

Hurdle Rate

12.00%

Profit Sharing

>12% Profit sharing 20%

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INVESTMENT PHILOSOPHY

Objective

The Objective of SSP is to create Long term wealth creation in focused sector where 80% portfolio will be invested in 4 to 6 sectors with Effective screener(P-Score) to identify future winners.

Investment Approach

The investment approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses and sector that consistently create value through favourable industry.