Aditya Birla Sun Life Amc Limited • Equity
Top 200 Core Equity Portfolio NR is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 24 Jul 2015. As of 30 Sep 2026, it manages ₹14.58 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -7.61% over 1 year, +5.27% over 3 years and +7.39% over 5 years (+10.18% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.79 percentage points behind of its benchmark. Its 3-year return ranks 166th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. A. Balasubramanian.
Ranked nearby on 3-year return: Tamohara India Opportunities Strategy (+5.41%), SMC-Moderate (+5.36%), ICICI Prudential PMS ETF Strategy (+5.25%), Pelican PE Fund (+5.22%).
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 | -5.75% |
| 3 Months | -5.50% |
| 1 Year | -7.61% |
| 3 Years | +5.27% |
| 5 Years | +7.39% |
| Since Inception | +10.18% |
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 callTop 200 Core Equity Portfolio NR has a 1-year return of -7.61%, a 3-year return of +5.27%, a 5-year return of +7.39% and +10.18% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Top 200 Core Equity Portfolio NR returned +7.39% against +6.38% for the Nifty 50 TRI, 1.01 percentage points ahead. Over 3 years it returned +5.27% against +6.06%; Over 1 year it returned -7.61% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Top 200 Core Equity Portfolio NR's 3-year return of +5.27% ranks 166th as of 30 Sep 2026.
Top 200 Core Equity Portfolio NR is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹14.58 Cr of client assets as of 30 Sep 2026.
Top 200 Core Equity Portfolio NR manages ₹14.58 Cr of client assets as of 30 Sep 2026.
The minimum investment for Top 200 Core Equity Portfolio NR is ₹50 Lakhs.
Top 200 Core Equity Portfolio NR was launched on 24 Jul 2015. It has an 11-year track record.
Description
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