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Aditya Birla Sun Life- Top 200 Core Equity Portfolio
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    Out of 22*
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Portfolio age11 years, 3 months
-1.74%
-1.14%
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

TRAILING PERFORMANCE

(As on 31/08/2026)
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 (0.49%)
Allocation by Market Cap
Small Cap (8.2%)
Mid Cap (13.3%)
Large Cap (78.01%)
Sector Holdings
  • Financial Services28.83%
  • Information Technology8.76%
  • FMCG8.42%
  • Consumer Services7.6%
  • Telecom7.24%
Stock Holdings
  • ICICI Bank Ltd7.43%
  • Bharti Airtel Ltd7.24%
  • Trent Ltd6.14%
  • Cummins India Ltd4.98%
  • LTIMindtree Ltd4.71%

PORTFOLIO MANAGERS

Salvin Shah
  • Manager Rank22 Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2294.9199999999996
  • Highest Return In 1 Yr15.92%
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
AUM (₹ Cr)
₹767.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
55 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,116.87 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
225 Out of 288
Fixed Fee
2.50%
AUM (₹ Cr)
₹185.10 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
230 Out of 288
Fixed Fee
2.50%
AUM (₹ Cr)
₹82.12 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹143.52 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
280 Out of 288
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹82.12 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
28 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.48 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹379.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
No Option
AUM (₹ Cr)
₹945.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.25%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Aditya Birla Sun Life AMC
Aditya Birla Sun Life AMC manages assets worth Rs 658188.34 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)

6,58,188.34 (As on Aug, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹767.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
55 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,116.87 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
225 Out of 288
Fixed Fee
2.50%
AUM (₹ Cr)
₹185.10 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
230 Out of 288
Fixed Fee
2.50%
AUM (₹ Cr)
₹82.12 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹143.52 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
280 Out of 288
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Aditya Birla Sun Life- Top 200 Core Equity Portfolio?
The hurdle rate of Aditya Birla Sun Life- Top 200 Core Equity Portfolio is 12.00%.
What is the fixed fee charged in Aditya Birla Sun Life- Top 200 Core Equity Portfolio ?
The fixed fee charged in Aditya Birla Sun Life- Top 200 Core Equity Portfolio is 2.50%.
What is the variable fee charged in Aditya Birla Sun Life- Top 200 Core Equity Portfolio ?
The variable fee charged in Aditya Birla Sun Life- Top 200 Core Equity Portfolio is 1.00%.
What is the profit sharing in Aditya Birla Sun Life- Top 200 Core Equity Portfolio ?
The profit sharing in Aditya Birla Sun Life- Top 200 Core Equity Portfolio is >12% Profit sharing 20%.
What is the minimum investment in Aditya Birla Sun Life- Top 200 Core Equity Portfolio ?
The minimum investment in Aditya Birla Sun Life- Top 200 Core Equity Portfolio is ₹50 Lacs
What type of scheme is Aditya Birla Sun Life- Top 200 Core Equity Portfolio?
Aditya Birla Sun Life- Top 200 Core Equity Portfolio is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Aditya Birla Sun Life- Top 200 Core Equity Portfolio?
The inception date of Aditya Birla Sun Life- Top 200 Core Equity Portfolio is May 27, 2015.
What is the exit load of Aditya Birla Sun Life- Top 200 Core Equity Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.