Aditya Birla Sun Life Amc Limited • Equity
Core Equity Portfolio NR is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 24 Aug 2007. As of 30 Sep 2026, it manages ₹11.72 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -4.75% over 1 year, +4.79% over 3 years and +5.99% over 5 years (+12.09% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.27 percentage points behind of its benchmark. Its 3-year return ranks 175th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. A. Balasubramanian.
Ranked nearby on 3-year return: ASK Conviction Portfolio (+4.90%), Top 200 Core Equity Portfolio (+4.86%), ASK Specialised Portfolio (+4.66%), Core Equity Portfolio (+4.66%).
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 | -6.37% |
| 3 Months | -3.00% |
| 1 Year | -4.75% |
| 3 Years | +4.79% |
| 5 Years | +5.99% |
| Since Inception | +12.09% |
| management fee | Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct |
| performance fee | Variable Fees: Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa |
| exit load | Upto 3% for a period as mutually agreed between PM and the client |
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 Equity Portfolio NR has a 1-year return of -4.75%, a 3-year return of +4.79%, a 5-year return of +5.99% and +12.09% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core Equity Portfolio NR returned +5.99% against +6.38% for the Nifty 50 TRI, 0.39 percentage points behind. Over 3 years it returned +4.79% against +6.06%; Over 1 year it returned -4.75% 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 Equity Portfolio NR's 3-year return of +4.79% ranks 175th as of 30 Sep 2026.
Core Equity Portfolio NR is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹11.72 Cr of client assets as of 30 Sep 2026.
Core Equity Portfolio NR manages ₹11.72 Cr of client assets as of 30 Sep 2026.
The fee structure for Core Equity Portfolio NR includes: management fee: Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct; performance fee: Variable Fees: Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa; exit load: Upto 3% for a period as mutually agreed between PM and the client.
The minimum investment for Core Equity Portfolio NR is ₹50 Lakhs.
Core Equity Portfolio NR was launched on 24 Aug 2007. It has a 19-year track record.
Description
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