Aditya Birla Sun Life Amc Limited • Equity
Top 200 Core Equity Portfolio is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 27 May 2015. As of 30 Sep 2026, it manages ₹34.15 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -8.17% over 1 year, +4.86% over 3 years and +6.67% over 5 years (+10.47% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.20 percentage points behind of its benchmark. Its 3-year return ranks 174th 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: TruBlu (+4.98%), ASK Conviction Portfolio (+4.90%), Core Equity Portfolio NR (+4.79%), ASK Specialised Portfolio (+4.66%).
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 | -5.86% |
| 3 Months | -5.58% |
| 1 Year | -8.17% |
| 3 Years | +4.86% |
| 5 Years | +6.67% |
| Since Inception | +10.47% |
| management fee | Fixed Fees: Regular - Upto 2.5% Direct - Upto 1.50% |
| performance fee | Variable Fees: Regular & Direct - Nil upto return of 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 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 callTop 200 Core Equity Portfolio has a 1-year return of -8.17%, a 3-year return of +4.86%, a 5-year return of +6.67% and +10.47% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Top 200 Core Equity Portfolio returned +6.67% against +6.38% for the Nifty 50 TRI, 0.29 percentage points ahead. Over 3 years it returned +4.86% against +6.06%; Over 1 year it returned -8.17% 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's 3-year return of +4.86% ranks 174th as of 30 Sep 2026.
Top 200 Core Equity Portfolio is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹34.15 Cr of client assets as of 30 Sep 2026.
Top 200 Core Equity Portfolio manages ₹34.15 Cr of client assets as of 30 Sep 2026.
The fee structure for Top 200 Core Equity Portfolio includes: management fee: Fixed Fees: Regular - Upto 2.5% Direct - Upto 1.50%; performance fee: Variable Fees: Regular & Direct - Nil upto return of 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 agreed between the PM and client.
The minimum investment for Top 200 Core Equity Portfolio is ₹50 Lakhs.
Top 200 Core Equity Portfolio was launched on 27 May 2015. It has an 11-year track record.
Description
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