Aditya Birla Money Limited • Equity
CORE and SATELLITE PORTFOLIO SCHEME 1 is an equity portfolio management service (PMS) strategy run by Aditya Birla Money Limited, launched on 1 Jan 2020. As of 30 Sep 2026, it manages ₹1.53 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.44% over 1 year, +12.69% over 3 years and +9.35% over 5 years (+12.95% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.63 percentage points ahead of its benchmark. Its 3-year return ranks 40th 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: Focused Leadership Portfolio (+12.86%), Long Term Growth (+12.75%), Moneygrow Large Midcap (+12.69%), Ambit CALIBER Portfolio (+12.68%).
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 | -3.71% |
| 3 Months | +0.50% |
| 1 Year | +1.44% |
| 3 Years | +12.69% |
| 5 Years | +9.35% |
| Since Inception | +12.95% |
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 PORTFOLIO SCHEME 1 has a 1-year return of +1.44%, a 3-year return of +12.69%, a 5-year return of +9.35% and +12.95% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, CORE and SATELLITE PORTFOLIO SCHEME 1 returned +9.35% against +6.38% for the Nifty 50 TRI, 2.97 percentage points ahead. Over 3 years it returned +12.69% against +6.06%; Over 1 year it returned +1.44% 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 PORTFOLIO SCHEME 1's 3-year return of +12.69% ranks 40th as of 30 Sep 2026.
CORE and SATELLITE PORTFOLIO SCHEME 1 is managed by Vivek Mahajan at Aditya Birla Money. The strategy manages ₹1.53 Cr of client assets as of 30 Sep 2026.
CORE and SATELLITE PORTFOLIO SCHEME 1 manages ₹1.53 Cr of client assets as of 30 Sep 2026.
The minimum investment for CORE and SATELLITE PORTFOLIO SCHEME 1 is ₹50 Lakhs.
CORE and SATELLITE PORTFOLIO SCHEME 1 was launched on 1 Jan 2020. It has a 6-year track record.
Description
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