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Aditya Birla Sun Life- Select Sector Portfolio
Aditya Birla Sun Life- Select Sector Portfolio

Aditya Birla Sun Life- Select Sector Portfolio

  • Aditya Birla Sun Life AMC
  • Small AND Mid Cap
  • 9
    Out of 29*
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PMS Bazaar
Portfolio age16 years, 7 months
15.67%
-11.37%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment50 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 30/04/2026)
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 (5.02%)
Allocation by Market Cap
Small Cap (31.52%)
Mid Cap (53.53%)
Large Cap (9.93%)
Sector Holdings
  • Financial Services22.65%
  • Capital Goods19.41%
  • Auto12.67%
  • Information Technology8.86%
  • Chemicals6.8%
Stock Holdings
  • Bse Limited10.84%
  • Hitachi Energy India Ltd6.21%
  • Lumax Industries Ltd5.86%
  • Persistent Systems Ltd5.62%
  • Federal Bank Ltd4.86%

bt_logoPORTFOLIO MANAGERS

Sameer Narayan
  • Manager Rank7 Out of 37
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1847.21
  • Highest Return In 1 Yr18.99%
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
AUM (₹ Cr)
₹651.42 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 57
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,195.79 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
195 Out of 270
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹651.42 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
35 Out of 57
Fixed Fee
2.50%
AUM (₹ Cr)
₹121.47 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 57
Fixed Fee
2.00%
AUM (₹ Cr)
₹39.70 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 57
Fixed Fee
2.50%
AUM (₹ Cr)
₹449.18 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 57
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 57
Fixed Fee
No Option
AUM (₹ Cr)
₹106.71 Cr
Hurdle Rate
0.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 57
Fixed Fee
1.00%
*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 32066.56 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 3 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

32,066.56 (As on Mar, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹551.70 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
13 Out of 57
Fixed Fee
2.50%
AUM (₹ Cr)
₹127.03 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
120 Out of 269
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,099.11 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
124 Out of 269
Fixed Fee
2.50%
AUM (₹ Cr)
₹82.89 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
8 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
₹177.73 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
219 Out of 269
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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.
What is the exit load of Aditya Birla Sun Life- Select Sector Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.