APMI

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

Investment Approach Details

₹582.53

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/06/2018

Age

6.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Upto 2.5% pa - Regular Upto 1.5% pa - Direct

Variable Fees Structure

NA

Exit Load

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

Purpose

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

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 28/02/2025

1 Month Turnover

0.01

1 Year Turnover

0.37