Aditya Birla Sun Life Amc Limited • Equity
India Special Opportunities Portfolio NR is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 27 Jul 2018. As of 30 Sep 2026, it manages ₹201 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.78% over 1 year, +7.19% over 3 years and +8.76% over 5 years (+11.82% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.01 percentage points behind of its benchmark. Its 3-year return ranks 357th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. A. Balasubramanian.
Ranked nearby on 3-year return: Trend Following - Flexicap Growth (+7.28%), Aurum Small Cap Opportunities (+7.22%), dezerv. Arbitrage Strategy (+7.09%), India Special Opportunities Portfolio (+6.97%).
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 | -6.31% |
| 3 Months | -3.03% |
| 1 Year | -2.78% |
| 3 Years | +7.19% |
| 5 Years | +8.76% |
| Since Inception | +11.82% |
| management fee | Fixed Fees: Upto 2.50% - Regular Upto 1.50% - Direct |
| performance fee | Variable Fees: Regular and 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 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 Special Opportunities Portfolio NR has a 1-year return of -2.78%, a 3-year return of +7.19%, a 5-year return of +8.76% and +11.82% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, India Special Opportunities Portfolio NR returned +8.76% against +8.91% for the BSE 500 TRI, 0.15 percentage points behind. Over 3 years it returned +7.19% against +9.20%; Over 1 year it returned -2.78% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, India Special Opportunities Portfolio NR's 3-year return of +7.19% ranks 357th as of 30 Sep 2026.
India Special Opportunities Portfolio NR is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹201 Cr of client assets as of 30 Sep 2026.
India Special Opportunities Portfolio NR manages ₹201 Cr of client assets as of 30 Sep 2026.
The fee structure for India Special Opportunities Portfolio NR includes: management fee: Fixed Fees: Upto 2.50% - Regular Upto 1.50% - Direct; performance fee: Variable Fees: Regular and 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 Client.
The minimum investment for India Special Opportunities Portfolio NR is ₹50 Lakhs.
India Special Opportunities Portfolio NR was launched on 27 Jul 2018. It has an 8-year track record.
Description
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