IA Insight Report
IA Insight REPORT

Customised Equity Portfolio

Investment Approach Details

₹29.20

(AUM CR)
   

Aditya Birla Sun Life Amc Limited

Nifty 50 TRI

Equity

Equity

12/11/2024

4 Months

100000000

Regular - Upto 2.50% p.a. Direct - Upto 1.50% p.a.

10% profit sharing on 12% hurdle

Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client

   

The Portfolio allows each investor to define the terms of portfolio management based on the risk profile and return expectations.

Fund Manager Details

Salvin Shah

10.00 years

salvin.shah@adityabirlacapital.com

9920360065

NA

No Image

Mr. Sameer Narayan

NA

Sameer.Narayan@adityabirlacapital.com

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.02

NA