Aditya Birla Sun Life Amc PMS strategies
Aditya Birla Sun Life Amc runs 32 portfolio management strategies listed with APMI, managing ₹32,242 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 |
|---|---|---|---|---|---|---|---|---|
| PMS for PFs & Special Mandates | Debt | Vikas Agrawal | ₹29,495 Cr | — | — | See strategy | ₹50 Lakhs | — |
| Select Sector Portfolio | Equity | Mr. A. Balasubramanian | ₹631 Cr | +22.93% | +10.84 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| India Special Opportunities Portfolio STP | Equity | Mr. A. Balasubramanian | ₹490 Cr | +9.98% | -2.11 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| India Special Opportunities Portfolio | Equity | Mr. A. Balasubramanian | ₹402 Cr | +10.28% | -1.81 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| India Special Opportunities Portfolio NR | Equity | Mr. A. Balasubramanian | ₹225 Cr | +10.50% | -1.59 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Core Equity Portfolio | Equity | Mr. Sameer Narayan | ₹166 Cr | +7.57% | -1.43 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Customised Debt Portfolio | Debt | — | ₹140 Cr | — | — | — | ₹10 Crore | — |
| Select Sector Portfolio NR | Equity | Mr. A. Balasubramanian | ₹124 Cr | +19.43% | +7.34 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Customised Equity Portfolio | Equity | Salvin Shah | ₹116 Cr | — | — | See strategy | ₹10 Crore | Aug 2026 |
| Innovation Portfolio | Equity | Mr. A. Balasubramanian | ₹111 Cr | +10.02% | -2.07 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ABSL Customised Real Estate Portfolio | Debt | — | ₹86.2 Cr | — | — | — | ₹10 Crore | — |
| Top 200 Core Equity Portfolio | Equity | Mr. A. Balasubramanian | ₹36.18 Cr | +7.82% | -1.18 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ABSL India 200 Quant Equity Portfolio | Equity | Mr. A. Balasubramanian | ₹30.74 Cr | +13.30% | +1.21 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Top 200 Core Equity Portfolio STP | Equity | Mr. A. Balasubramanian | ₹30.46 Cr | +7.35% | -1.65 pts | — | ₹50 Lakhs | Aug 2026 |
| ABSL Next 100 Portfolio STP | Equity | Mr. A. Balasubramanian | ₹27.1 Cr | +12.19% | +3.19 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Innovation Portfolio NR | Equity | Mr. A. Balasubramanian | ₹24.1 Cr | +8.62% | -3.47 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ADAPT PORTFOLIO - Very Agressive | Equity | Mr. A. Balasubramanian | ₹21.15 Cr | +13.99% | +4.99 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Liquid Portfolio. | Debt | — | ₹19.05 Cr | +4.05% | — | — | ₹50 Lakhs | — |
| Top 200 Core Equity Portfolio NR | Equity | Mr. A. Balasubramanian | ₹15.48 Cr | +8.22% | -0.78 pts | — | ₹50 Lakhs | Aug 2026 |
| Select Sector Portfolio STP | Equity | Mr. A. Balasubramanian | ₹12.55 Cr | +20.48% | +8.39 pts | — | ₹50 Lakhs | Aug 2026 |
| Core Equity Portfolio NR | Equity | Mr. A. Balasubramanian | ₹12.42 Cr | +7.70% | -1.30 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Innovation Portfolio STP | Equity | Mr. A. Balasubramanian | ₹8.21 Cr | +8.51% | -3.58 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ABSL Next 100 Portfolio | Equity | Mr. A. Balasubramanian | ₹7.37 Cr | +12.02% | +3.02 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Core Equity Portfolio STP | Equity | Mr. A. Balasubramanian | ₹6.29 Cr | +7.33% | -1.67 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ABSL India Equity Services Portfolio STP | Equity | Mr. Sameer Narayan | ₹1.7 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| ABSL India Equity Services | Equity | Mr. Sameer Narayan | ₹1.34 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| India Large Cap Quant Equity Portfolio | Equity | Mr. A. Balasubramanian | ₹0.33 Cr | +7.30% | -1.70 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| ADAPT Moderate Portfolio | Debt | — | ₹0.32 Cr | +9.54% | — | — | ₹50 Lakhs | — |
| ADAPT Very Conservative Portfolio | Debt | — | ₹0.24 Cr | +7.12% | — | — | ₹50 Lakhs | — |
| ABSL Next 100 Portfolio NR | Equity | Mr. A. Balasubramanian | — | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| Asset Linked Portfolio | Debt | — | — | +2.33% | — | — | ₹50 Lakhs | — |
| Real Estate Yield Maximizer Portfolio | Debt | — | — | -26.17% | — | — | ₹50 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