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 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.

Aditya Birla Sun Life- Top 200 Core Equity Portfolio

Q: 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%.

Aditya Birla Sun Life AMC
Large Cap

7
Out of 20*
Compare
Share

Portfolio age10 years, 6 months

4.7%

4.62%

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 31/10/2025)

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 (1.68%)

Allocation by Market Cap

Small Cap (4.41%)

Mid Cap (10.89%)

Large Cap (83.02%)

Sector Holdings

Financial Services28.16%
Information Technology10.58%
FMCG7.87%
Telecom7.68%
Services7.54%

Stock Holdings

Bharti Airtel Ltd7.68%
ICICI Bank Ltd6.38%
Trent Ltd6.24%
HDFC Bank Ltd5.73%
LTIMindtree Ltd.5.54%

PORTFOLIO MANAGERS

Salvin Shah

Manager Rank13 Out of 23
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

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

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

FUND SUMMARY

AUM (₹ Cr)

98.42

(As on Oct, 2025)

Inception Date

May 27, 2015

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 Top 200 is to create Long term wealth with Core Equity Portfolio consists of 25-30 stocks selected predominantly from a large-cap universe with Effective screener(P-Score) to identify future.

Investment Approach

The investment approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses that consistently create value through favourable industry operating conditions. Quantitative Screeners backed by fundamental research and Value investing approach to generate alpha.