APMI

ADAPT PORTFOLIO - Very Agressive

Investment Approach Details

₹21.72

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/06/2010

Age

14.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Upto 2.5% - Regular, Upto 1.50% - Direct

Variable Fees Structure

Not applicable

Exit Load

Upto 3% for a period as mutually agreed by the PM and the client

Purpose

ADAPT is a Multi Asset product which uses Active and Dynamic Asset Allocation to generate
long term capital appreciation by investing in multiple asset classes according to risk return
profile of investors. ADAPT offers 5 different investment options based on different client
profiles. The investment options are classified as Very Conservative, Conservative, Moderate,
Aggressive, and Very Aggressive.
ADAPT stands for Active and Dynamic Asset Allocation Portfolio

Fund Manager Details


Mr. A. Balasubramanian
Work Exp. NA
Email ID a.balasubramanian@adityabirlacapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.01

1 Year Turnover

0.29