Aditya Birla Sun Life Amc Limited • Equity
ADAPT PORTFOLIO - Very Agressive is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 24 Jun 2010. As of 30 Sep 2026, it manages ₹19.66 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -3.17% over 1 year, +11.26% over 3 years and +9.26% over 5 years (+11.25% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.20 percentage points ahead of its benchmark. Its 3-year return ranks 69th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. A. Balasubramanian.
Ranked nearby on 3-year return: Structured Product Series 6-Private Markets (+11.62%), ACE Equity Portfolio (+11.55%), Bay Capital India First Portfolio (+11.18%), Trivantage Capital Small & Mid Cap Financials Portfolio (+11.07%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.54% |
| 3 Months | -4.54% |
| 1 Year | -3.17% |
| 3 Years | +11.26% |
| 5 Years | +9.26% |
| Since Inception | +11.25% |
| management fee | Fixed Fees: Upto 2.5% - Regular, Upto 1.50% - Direct |
| performance fee | Variable Fees: Not applicable |
| exit load | Upto 3% for a period as mutually agreed by the PM and the client |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callADAPT PORTFOLIO - Very Agressive has a 1-year return of -3.17%, a 3-year return of +11.26%, a 5-year return of +9.26% and +11.25% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ADAPT PORTFOLIO - Very Agressive returned +9.26% against +6.38% for the Nifty 50 TRI, 2.88 percentage points ahead. Over 3 years it returned +11.26% against +6.06%; Over 1 year it returned -3.17% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, ADAPT PORTFOLIO - Very Agressive's 3-year return of +11.26% ranks 69th as of 30 Sep 2026.
ADAPT PORTFOLIO - Very Agressive is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹19.66 Cr of client assets as of 30 Sep 2026.
ADAPT PORTFOLIO - Very Agressive manages ₹19.66 Cr of client assets as of 30 Sep 2026.
The fee structure for ADAPT PORTFOLIO - Very Agressive includes: management fee: Fixed Fees: Upto 2.5% - Regular, Upto 1.50% - Direct; performance fee: Variable Fees: Not applicable; exit load: Upto 3% for a period as mutually agreed by the PM and the client.
The minimum investment for ADAPT PORTFOLIO - Very Agressive is ₹50 Lakhs.
ADAPT PORTFOLIO - Very Agressive was launched on 24 Jun 2010. It has a 16-year track record.
Description
All Aditya Birla Sun Life Amc PMS strategies →Browse all PMS strategies in India →