IA Insight Report
IA Insight REPORT

CORE EQUITY PORTFOLIO STP

Investment Approach Details

₹6.66

(AUM CR)
   

Aditya Birla Sun Life Amc Limited

Nifty 50 TRI

Equity

Equity

20/03/2019

6.8 Years

5000000

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

Regular & Direct - Nil upto 12% pa Regular - Upto 20% in excess of 12% pa return Direct - Upto 15% in excess of 12% pa return

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

   

Invest in quality businesses that are central to Indian growth story. Identify and participate in
growth of these businesses over medium to long term. Investment decisions will be based on
attractive valuation with margin of safety.

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 31/10/2024

0.00

0.27