Aditya Birla Sun Life Amc Limited • Equity
Innovation Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 24 Apr 2018. As of 30 Sep 2026, it manages ₹103 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -7.19% over 1 year, +6.77% over 3 years and +8.72% over 5 years (+14.25% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.43 percentage points behind of its benchmark. Its 3-year return ranks 366th 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: Dynamic Business Leader (+6.90%), Darashaw PMS Disc (+6.82%), Decennium Opportunity Portfolio (+6.74%), All Cap Portfolio - DPMS (+6.73%).
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 | -6.66% |
| 3 Months | -6.00% |
| 1 Year | -7.19% |
| 3 Years | +6.77% |
| 5 Years | +8.72% |
| Since Inception | +14.25% |
| management fee | Fixed Fees: Upto 2.50% pa - Regular Upto 1.50% pa - Direct |
| performance fee | Variable Fees: Regular and Direct - Nil upto 12% pa Regular - Upto 20% of the return in excess of 12% pa DIrect - Upto 15% of the 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 callInnovation Portfolio has a 1-year return of -7.19%, a 3-year return of +6.77%, a 5-year return of +8.72% and +14.25% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Innovation Portfolio returned +8.72% against +8.91% for the BSE 500 TRI, 0.19 percentage points behind. Over 3 years it returned +6.77% against +9.20%; Over 1 year it returned -7.19% 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's 3-year return of +6.77% ranks 366th as of 30 Sep 2026.
Innovation Portfolio is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹103 Cr of client assets as of 30 Sep 2026.
Innovation Portfolio manages ₹103 Cr of client assets as of 30 Sep 2026.
The fee structure for Innovation 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 12% pa Regular - Upto 20% of the return in excess of 12% pa DIrect - Upto 15% of the 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 Innovation Portfolio is ₹50 Lakhs.
Innovation Portfolio was launched on 24 Apr 2018. It has an 8-year track record.
Description
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