Aditya Birla Sun Life Amc Limited • Equity
Innovation Portfolio STP is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 8 Feb 2021. As of 30 Sep 2026, it manages ₹7.41 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -8.01% over 1 year, +5.32% over 3 years and +6.60% over 5 years (+8.99% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.88 percentage points behind of its benchmark. Its 3-year return ranks 413th 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: Innovation Portfolio NR (+5.39%), Centrum String of Pearls DV- III (+5.33%), Centrum Good to Great NRI. (+5.14%), Growth Opportunities Portfolio (+5.13%).
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 | -6.80% |
| 3 Months | -6.06% |
| 1 Year | -8.01% |
| 3 Years | +5.32% |
| 5 Years | +6.60% |
| Since Inception | +8.99% |
| management fee | Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct |
| performance fee | Variable Fees: Regular & 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 the 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 callInnovation Portfolio STP has a 1-year return of -8.01%, a 3-year return of +5.32%, a 5-year return of +6.60% and +8.99% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Innovation Portfolio STP returned +6.60% against +8.91% for the BSE 500 TRI, 2.31 percentage points behind. Over 3 years it returned +5.32% against +9.20%; Over 1 year it returned -8.01% 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, Innovation Portfolio STP's 3-year return of +5.32% ranks 413th as of 30 Sep 2026.
Innovation Portfolio STP is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹7.41 Cr of client assets as of 30 Sep 2026.
Innovation Portfolio STP manages ₹7.41 Cr of client assets as of 30 Sep 2026.
The fee structure for Innovation Portfolio STP includes: management fee: Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct; performance fee: Variable Fees: Regular & 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 the PM and client.
The minimum investment for Innovation Portfolio STP is ₹50 Lakhs.
Innovation Portfolio STP was launched on 8 Feb 2021. It has a 5-year track record.
Description
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