Aditya Birla Sun Life Amc Limited • Equity
India Special Opportunities Portfolio STP is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 22 Jun 2018. As of 30 Sep 2026, it manages ₹447 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.91% over 1 year, +6.70% over 3 years and +8.22% over 5 years (+12.62% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.50 percentage points behind of its benchmark. Its 3-year return ranks 370th 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: All Cap Portfolio - DPMS (+6.73%), Abakkus All Cap (Shariah) Approach (+6.71%), Abans Growth & Momentum (+6.68%), Decennium Opportunity Port -NRI (+6.68%).
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 | -6.34% |
| 3 Months | -3.13% |
| 1 Year | -2.91% |
| 3 Years | +6.70% |
| 5 Years | +8.22% |
| Since Inception | +12.62% |
| management fee | Fixed Fees: Upto 2.5% pa - Regular Upto 1.5% pa - Direct |
| 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 Special Opportunities Portfolio STP has a 1-year return of -2.91%, a 3-year return of +6.70%, a 5-year return of +8.22% and +12.62% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, India Special Opportunities Portfolio STP returned +8.22% against +8.91% for the BSE 500 TRI, 0.69 percentage points behind. Over 3 years it returned +6.70% against +9.20%; Over 1 year it returned -2.91% 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 STP's 3-year return of +6.70% ranks 370th as of 30 Sep 2026.
India Special Opportunities Portfolio STP is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹447 Cr of client assets as of 30 Sep 2026.
India Special Opportunities Portfolio STP manages ₹447 Cr of client assets as of 30 Sep 2026.
The fee structure for India Special Opportunities Portfolio STP includes: management fee: Fixed Fees: Upto 2.5% pa - Regular Upto 1.5% pa - Direct; exit load: Upto 3% for a period as mutually agreed between the PM and the client.
The minimum investment for India Special Opportunities Portfolio STP is ₹50 Lakhs.
India Special Opportunities Portfolio STP was launched on 22 Jun 2018. It has an 8-year track record.
Description
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