Aditya Birla Sun Life Amc Limited • Equity
Select Sector Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 6 Oct 2009. As of 30 Sep 2026, it manages ₹605 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.29% over 1 year, +19.29% over 3 years and +16.42% over 5 years (+16.61% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 10.09 percentage points ahead of its benchmark. Its 3-year return ranks 46th 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: Profit Mantra (+19.52%), Valcreate Lifesciences & speciality opportunities (+19.35%), Complete Circle Stellar Wealth PMS (+19.22%), Future Stars (+19.19%).
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 | -6.23% |
| 3 Months | -5.08% |
| 1 Year | +9.29% |
| 3 Years | +19.29% |
| 5 Years | +16.42% |
| Since Inception | +16.61% |
| management fee | Fixed Fees: 2.50% - Regular 1.50% - Direct |
| performance fee | Variable Fees: Regular - Return upto 12% pa - NIL, Return above 12% - Upto 20% of return in excess of 12% Direct - Upto 15% of return in excess of 12% |
| exit load | Upto 3% for a period as mutually agreed by 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 callSelect Sector Portfolio has a 1-year return of +9.29%, a 3-year return of +19.29%, a 5-year return of +16.42% and +16.61% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Select Sector Portfolio returned +16.42% against +8.91% for the BSE 500 TRI, 7.51 percentage points ahead. Over 3 years it returned +19.29% against +9.20%; Over 1 year it returned +9.29% 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, Select Sector Portfolio's 3-year return of +19.29% ranks 46th as of 30 Sep 2026.
Select Sector Portfolio is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹605 Cr of client assets as of 30 Sep 2026.
Select Sector Portfolio manages ₹605 Cr of client assets as of 30 Sep 2026.
The fee structure for Select Sector Portfolio includes: management fee: Fixed Fees: 2.50% - Regular 1.50% - Direct; performance fee: Variable Fees: Regular - Return upto 12% pa - NIL, Return above 12% - Upto 20% of return in excess of 12% Direct - Upto 15% of return in excess of 12%; exit load: Upto 3% for a period as mutually agreed by the PM and the client.
The minimum investment for Select Sector Portfolio is ₹50 Lakhs.
Select Sector Portfolio was launched on 6 Oct 2009. It has a 16-year track record.
Description
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