Aditya Birla Money Limited • Equity
Core and Satellite Equity Portfolio1 is an equity portfolio management service (PMS) strategy run by Aditya Birla Money Limited, launched on 7 Jun 2018. As of 30 Sep 2026, it manages ₹18.42 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.14% over 1 year, +11.65% over 3 years and +9.39% over 5 years (+8.12% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.59 percentage points ahead of its benchmark. Its 3-year return ranks 66th 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: Prudent Multicap PMS (+11.79%), All Weather Equity (+11.76%), Structured Product Series 6-Private Markets (+11.62%), ACE Equity Portfolio (+11.55%).
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 | -3.89% |
| 3 Months | +0.47% |
| 1 Year | +0.14% |
| 3 Years | +11.65% |
| 5 Years | +9.39% |
| Since Inception | +8.12% |
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 Portfolio1 has a 1-year return of +0.14%, a 3-year return of +11.65%, a 5-year return of +9.39% and +8.12% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core and Satellite Equity Portfolio1 returned +9.39% against +6.38% for the Nifty 50 TRI, 3.01 percentage points ahead. Over 3 years it returned +11.65% against +6.06%; Over 1 year it returned +0.14% 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 Portfolio1's 3-year return of +11.65% ranks 66th as of 30 Sep 2026.
Core and Satellite Equity Portfolio1 is managed by Vivek Mahajan at Aditya Birla Money. The strategy manages ₹18.42 Cr of client assets as of 30 Sep 2026.
Core and Satellite Equity Portfolio1 manages ₹18.42 Cr of client assets as of 30 Sep 2026.
The minimum investment for Core and Satellite Equity Portfolio1 is ₹50 Lakhs.
Core and Satellite Equity Portfolio1 was launched on 7 Jun 2018. It has an 8-year track record.
Description
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