IA Insight Report
IA Insight REPORT

Nifty Next 100 Portfolio

Investment Approach Details

₹9.00

(AUM CR)
   

Aditya Birla Sun Life Amc Limited

Nifty 50 TRI

Equity

Equity

27/09/2019

5.7 Years

5000000

Upto 2.50% pa - Regular Upto 1.50% pa - Direct

Regular and 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 mutually agreed between PM and Client.

   

The Portfolio will primarily invest in top 150 stocks (excluding NIFTY 50), with an aim to
deliver returns higher than benchmark, by taking lower risk/volatility versus pure Small Cap &
Midcap strategies

Fund Manager Details

Mr. A. Balasubramanian

No Image

NA

a.balasubramanian@adityabirlacapital.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.13

0.50