Aditya Birla Sun Life Amc Limited • Equity
Core Equity Portfolio STP is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 20 Mar 2019. As of 30 Sep 2026, it manages ₹5.88 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -4.89% over 1 year, +4.49% over 3 years and +5.53% over 5 years (+10.33% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.57 percentage points behind of its benchmark. Its 3-year return ranks 179th 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: Core Equity Portfolio (+4.66%), Barclays Wealth Creator (+4.57%), Top 200 Core Equity Portfolio STP (+4.45%), Bespoke Accounts (+4.43%).
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 | -6.45% |
| 3 Months | -3.14% |
| 1 Year | -4.89% |
| 3 Years | +4.49% |
| 5 Years | +5.53% |
| Since Inception | +10.33% |
| 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% in excess of 12% pa return Direct - Upto 15% in excess of 12% pa return |
| exit load | Upto 3% for a period as mutually agreed between the 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 STP has a 1-year return of -4.89%, a 3-year return of +4.49%, a 5-year return of +5.53% and +10.33% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core Equity Portfolio STP returned +5.53% against +6.38% for the Nifty 50 TRI, 0.85 percentage points behind. Over 3 years it returned +4.49% against +6.06%; Over 1 year it returned -4.89% 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 STP's 3-year return of +4.49% ranks 179th as of 30 Sep 2026.
Core Equity Portfolio STP is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹5.88 Cr of client assets as of 30 Sep 2026.
Core Equity Portfolio STP manages ₹5.88 Cr of client assets as of 30 Sep 2026.
The fee structure for Core Equity Portfolio STP 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% in excess of 12% pa return Direct - Upto 15% in excess of 12% pa return; exit load: Upto 3% for a period as mutually agreed between the PM and the client.
The minimum investment for Core Equity Portfolio STP is ₹50 Lakhs.
Core Equity Portfolio STP was launched on 20 Mar 2019. It has a 7-year track record.
Description
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