Aditya Birla Money Limited • Equity
Core and Satellite Equity Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Money Limited, launched on 17 Apr 2015. As of 30 Sep 2026, it manages ₹50.6 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.18% over 1 year, +12.53% over 3 years and +8.67% over 5 years (+9.46% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.47 percentage points ahead of its benchmark. Its 3-year return ranks 44th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vivek Mahajan.
Ranked nearby on 3-year return: Ambit CALIBER Portfolio (+12.68%), Trivantage Capital Edge Portfolio (+12.56%), SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) (+12.51%), Trivantage Capital Diversified Equity Portfolio (+12.49%).
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 | -3.74% |
| 3 Months | +0.94% |
| 1 Year | +1.18% |
| 3 Years | +12.53% |
| 5 Years | +8.67% |
| Since Inception | +9.46% |
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 callCore and Satellite Equity Portfolio has a 1-year return of +1.18%, a 3-year return of +12.53%, a 5-year return of +8.67% and +9.46% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core and Satellite Equity Portfolio returned +8.67% against +6.38% for the Nifty 50 TRI, 2.29 percentage points ahead. Over 3 years it returned +12.53% against +6.06%; Over 1 year it returned +1.18% 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, Core and Satellite Equity Portfolio's 3-year return of +12.53% ranks 44th as of 30 Sep 2026.
Core and Satellite Equity Portfolio is managed by Vivek Mahajan at Aditya Birla Money. The strategy manages ₹50.6 Cr of client assets as of 30 Sep 2026.
Core and Satellite Equity Portfolio manages ₹50.6 Cr of client assets as of 30 Sep 2026.
The minimum investment for Core and Satellite Equity Portfolio is ₹50 Lakhs.
Core and Satellite Equity Portfolio was launched on 17 Apr 2015. It has an 11-year track record.
Description
All Aditya Birla Money PMS strategies →Browse all PMS strategies in India →