Aditya Birla Money PMS strategies
Aditya Birla Money runs 6 portfolio management strategies listed with APMI, managing ₹80.91 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Core and Satellite Equity Portfolio | Equity | Vivek Mahajan | ₹50.6 Cr | +12.53% | +6.47 pts | — | ₹50 Lakhs | Sep 2026 |
| Core and Satellite Equity Portfolio1 | Equity | Vivek Mahajan | ₹18.42 Cr | +11.65% | +5.59 pts | — | ₹50 Lakhs | Sep 2026 |
| ABM India Consumption Portfolio | Equity | Vivek Mahajan | ₹7.95 Cr | +9.76% | +3.70 pts | — | ₹50 Lakhs | Sep 2026 |
| CORE and SATELLITE PORTFOLIO SCHEME 1 | Equity | Vivek Mahajan | ₹1.53 Cr | +12.69% | +6.63 pts | — | ₹50 Lakhs | Sep 2026 |
| Aditya Birla Money Ltd R B P Rule Based Portfolio | Equity | — | ₹1.29 Cr | — | — | — | ₹50 Lakhs | — |
| ABM Core Portfolio | Hybrid | — | ₹1.12 Cr | — | — | — | ₹5 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS