IA Insight Report
IA Insight REPORT

Top 200 Core Equity Portfolio

Investment Approach Details

₹39.61

(AUM CR)
   

Aditya Birla Sun Life Amc Limited

Nifty 50 TRI

Equity

Equity

27/05/2015

9.11 Years

5000000

Regular - Upto 2.5% Direct - Upto 1.50%

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

upto 3% for a period as agreed between the PM and client

   

Invest in quality large cap (market cap range of BSE 200) businesses that are central to India
growth story. Identify and participate in growth of these businesses over medium to long term.
Practice Value Investing while making investment decisions

Fund Manager Details

Mr. A. Balasubramanian

No Image

NA

a.balasubramanian@adityabirlacapital.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.01

0.25