Aditya Birla Sun Life Amc Limited • Equity
Core Equity Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 7 Jan 2009. As of 30 Sep 2026, it manages ₹153 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -4.72% over 1 year, +4.66% over 3 years and +5.82% over 5 years (+17.13% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.40 percentage points behind of its benchmark. Its 3-year return ranks 176th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Sameer Narayan.
Ranked nearby on 3-year return: Core Equity Portfolio NR (+4.79%), ASK Specialised Portfolio (+4.66%), Barclays Wealth Creator (+4.57%), Core Equity Portfolio STP (+4.49%).
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 | -6.46% |
| 3 Months | -3.09% |
| 1 Year | -4.72% |
| 3 Years | +4.66% |
| 5 Years | +5.82% |
| Since Inception | +17.13% |
| management fee | Fixed Fees: 2.50 % |
| performance fee | Variable Fees: NIL upto 12% return Upto 20% of return in excess of 12% |
| exit load | 3% for a period as agreed by Portfolio MAnager and 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 has a 1-year return of -4.72%, a 3-year return of +4.66%, a 5-year return of +5.82% and +17.13% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Core Equity Portfolio returned +5.82% against +6.38% for the Nifty 50 TRI, 0.56 percentage points behind. Over 3 years it returned +4.66% against +6.06%; Over 1 year it returned -4.72% 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's 3-year return of +4.66% ranks 176th as of 30 Sep 2026.
Core Equity Portfolio is managed by Mr. Sameer Narayan at Aditya Birla Sun Life Amc. The strategy manages ₹153 Cr of client assets as of 30 Sep 2026.
Core Equity Portfolio manages ₹153 Cr of client assets as of 30 Sep 2026.
The fee structure for Core Equity Portfolio includes: management fee: Fixed Fees: 2.50 %; performance fee: Variable Fees: NIL upto 12% return Upto 20% of return in excess of 12%; exit load: 3% for a period as agreed by Portfolio MAnager and client.
The minimum investment for Core Equity Portfolio is ₹50 Lakhs.
Core Equity Portfolio was launched on 7 Jan 2009. It has a 17-year track record.
Description
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