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Aditya Birla Sun Life AMC
Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC

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AUM 26,831.27 Cr
(As on Mar, 2025)
No. of schemes5
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About Aditya Birla Sun Life AMC

Aditya Birla Sun Life AMC manages assets worth Rs 26831.27 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Large Cap schemes.

bt_logoPORTFOLIO MANAGERS

Dhaval Mehta
Dhaval Mehta
  • Schemes managed 3
  • Total AUM ₹1,822.50 Cr
  • Highest return in 1 year +19.73 %
Profile

Has 11+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.

Sameer Narayan
Sameer Narayan
  • Schemes managed 2
  • Total AUM ₹1,586.50 Cr
  • Highest return in 1 year +19.73 %
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

Salvin Shah
Salvin Shah
  • Schemes managed 5
  • Total AUM ₹2,044.02 Cr
  • Highest return in 1 year +19.73 %
Profile

Has 11+ 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.

bt_logoFund Manager Interview Video

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds3:24

bt_logoPMS SCHEMES

AUM (₹ Cr)
₹1,212.47 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
48 Out of 234
Fixed Fee
2.50%
AUM (₹ Cr)
₹374.03 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
13 Out of 48
Fixed Fee
2.50%
AUM (₹ Cr)
₹133.11 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
88 Out of 234
Fixed Fee
2.50%
AUM (₹ Cr)
₹88.41 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
12 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
₹236.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
130 Out of 234
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Aditya Birla Sun Life AMC ?
The total AUM managed by Aditya Birla Sun Life AMC is ₹ 26,831.27 crores
What is the total number of schemes managed by Aditya Birla Sun Life AMC ?
The total number of schemes managed by Aditya Birla Sun Life AMC is 5
What is the best performing PMS scheme of Aditya Birla Sun Life AMC in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Aditya Birla Sun Life- Select Sector Portfolio.
What is the best performing PMS scheme of Aditya Birla Sun Life AMC in 3 years?
The best performing PMS scheme of Aditya Birla Sun Life AMC in 3 years is Aditya Birla Sun Life- Select Sector Portfolio