Aditya Birla Sun Life Amc Limited • Equity
India Large Cap Quant Equity Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 17 Mar 2009. As of 30 Sep 2026, it manages ₹0.31 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -5.76% over 1 year, +4.35% over 3 years and +4.00% over 5 years (+11.15% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.71 percentage points behind of its benchmark. Its 3-year return ranks 182nd 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: Top 200 Core Equity Portfolio STP (+4.45%), Bespoke Accounts (+4.43%), Kotak India Focus Portfolio Investment Approach Customised (+4.34%), Custom portfolio 19 (+4.19%).
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 | -5.29% |
| 3 Months | -2.94% |
| 1 Year | -5.76% |
| 3 Years | +4.35% |
| 5 Years | +4.00% |
| Since Inception | +11.15% |
| management fee | Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct |
| performance fee | Variable Fees: Regular and Direct - Nil upto return of 12% pa Regular - Upto 20% upto return in excess of 12%pa Direct - Upto 15% upto return in excess of 12% pa |
| 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 callIndia Large Cap Quant Equity Portfolio has a 1-year return of -5.76%, a 3-year return of +4.35%, a 5-year return of +4.00% and +11.15% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, India Large Cap Quant Equity Portfolio returned +4.00% against +6.38% for the Nifty 50 TRI, 2.38 percentage points behind. Over 3 years it returned +4.35% against +6.06%; Over 1 year it returned -5.76% 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, India Large Cap Quant Equity Portfolio's 3-year return of +4.35% ranks 182nd as of 30 Sep 2026.
India Large Cap Quant Equity Portfolio is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹0.31 Cr of client assets as of 30 Sep 2026.
India Large Cap Quant Equity Portfolio manages ₹0.31 Cr of client assets as of 30 Sep 2026.
The fee structure for India Large Cap Quant Equity Portfolio includes: management fee: Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct; performance fee: Variable Fees: Regular and Direct - Nil upto return of 12% pa Regular - Upto 20% upto return in excess of 12%pa Direct - Upto 15% upto return in excess of 12% pa; exit load: Upto 3% for a period as mutually agreed between the PM and the client.
The minimum investment for India Large Cap Quant Equity Portfolio is ₹50 Lakhs.
India Large Cap Quant Equity Portfolio was launched on 17 Mar 2009. It has a 17-year track record.
Description
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