Aditya Birla PMS

About

Aditya Birla Capital Limited was founded in 2007. It’s now a listed company.

Fund details

Management Fees
As per commission model
Upfront Fees
1.2% – 2.2% of Asset Value
Brokerage Charges
0.01% – 0.06% of Total Transaction Value
Custodian Charges
0.25% – 0.45% of Asset Value
Depository Charges
0.21% – 0.32% of Asset Value
Exit Load – within 12 months
1.2% – 2.2% of Withdrawal Value
Exit Load – post 12 months
Free

CORE EQUITY PORTFOLIO
This multicap portfolio invests in listed equity & equity related instruments with the aim of generating long term capital appreciation & income in the form of dividends. It can also invest in money market instruments & units of mutual funds. Stock selection is done through a combination of ‘Bottom up’ approach & ‘Top down’ approach.. Features of the companies can include –high quality with consistency in growth, high ROE, low leverage & high potential for growth.
BENCHMARK – NIFTY 500

SELECT SECTOR PORTFOLIO
Ideal for investors seeking a portfolio of Select ideas, backed by a high level
The portfolio invests in listed equity & equity related instruments with the aim of generating long term capital appreciation & income in the form of dividends. It can also invest in money market instruments & units of mutual funds. Features of the companies can include high quality with consistency in growth, high ROE, low leverage & high potential for growth. It is predominantly a Small & Midcap oriented portfolio. Stock selection is done through a combination of ‘Bottom up’ approach & ‘Top down’ approach.
BENCHMARK – Nifty Midcap 100

TOP 200 CORE EQUITY PORTFOLIO
The portfolio invests in listed equity & equity related instruments with the aim of generating long term capital appreciation & income in the form of dividends. It can also invest in money market instruments & units of mutual funds. Features of the companies can include – High quality with consistency in growth, high ROE, low leverage & high potential for growth. It is predominantly a Large cap oriented portfolio. Stock selection is done through a combination of ‘Bottom up’ approach & ‘Top down’ approach.
BENCHMARK – BSE 200

Analyst questions

Considering the onset of the second wave of Covid-19, would you consider investing more towards defensive sectors like Pharma and FMCG? [Core Equity Portfolio]

How much time do you take to rejig your portfolio if a particular company/companies are underperforming?

How do you choose between ‘top down’ and ‘bottom up’ approach while picking a particular stock?

Peer reviewer- Praseena Padmakaran

What is your Investment Philosophy?

What is your total AUM?

Have you been able to achieve your target benchmark? If yes? Then how?

To which type of investing do you give importance to, Active or Passive Investing?

What is your Alpha?

Prepared by – Praseena/Kapil Sethia?

Author

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