IA Insight Report
IA Insight REPORT

India Special Opportunities Portfolio NR

Investment Approach Details

₹118.07

(AUM CR)
   

Aditya Birla Sun Life Amc Limited

S&P BSE 500 TRI

Equity

Equity

27/07/2018

6.9 Years

5000000

Upto 2.50% - Regular Upto 1.50% - Direct

Regular and Direct - Nil upto 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 investment objective of the portfolio is to invest in stocks that are primed to benefit from
the catalysts , including but not limited to the following catalysts: micro turnaround, macro
turnaround, management change, deleveraging, demerger, mid to large-cap potential and
secular growth names

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

0.09

0.39