Aditya Birla Sun Life Amc Limited • Equity
Customised Equity Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 12 Nov 2024. As of 30 Sep 2026, it manages ₹110 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.99% over 1 year (+3.98% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 11.08 percentage points ahead of its benchmark. The minimum investment is ₹10 Crore. The strategy is managed by Salvin Shah, Mr. Sameer Narayan.
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 | -3.40% |
| 3 Months | -1.83% |
| 1 Year | +3.99% |
| Since Inception | +3.98% |
| management fee | Fixed Fees: Regular - Upto 2.50% p.a. Direct - Upto 1.50% p.a. |
| performance fee | Variable Fees: 10% profit sharing on 12% hurdle |
| exit load | Upto 3% for a period as mutually agreed by the Portfolio Manager 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 callCustomised Equity Portfolio has a 1-year return of +3.99% and +3.98% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Customised Equity Portfolio returned +3.99% against -7.09% for the Nifty 50 TRI, 11.08 percentage points ahead. Figures as of 30 Sep 2026.
Customised Equity Portfolio is managed by Salvin Shah, Mr. Sameer Narayan at Aditya Birla Sun Life Amc. The strategy manages ₹110 Cr of client assets as of 30 Sep 2026.
Customised Equity Portfolio manages ₹110 Cr of client assets as of 30 Sep 2026.
The fee structure for Customised Equity Portfolio includes: management fee: Fixed Fees: Regular - Upto 2.50% p.a. Direct - Upto 1.50% p.a.; performance fee: Variable Fees: 10% profit sharing on 12% hurdle; exit load: Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client.
The minimum investment for Customised Equity Portfolio is ₹10 Crore.
Customised Equity Portfolio was launched on 12 Nov 2024. It has a 1-year track record.
Description
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