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Aditya Birla India Equity Opportunities Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 200 and has delivered a 1-year return of 6.29%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.164 Crore, reflecting strong investor confidence.

The Aditya Birla India Equity Opportunities Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Aditya Birla’s philosophy of quality and conviction-based investing.

Aditya Birla India Equity Opportunities Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Equity Opportunities Fund

Start Date

01 December 2021

Category

CAT III - LONG ONLY

Benchmark

BSE 200

AUM (Rs.)

Rs.164 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr.Salvin Shah

1 Yr. Return

6.29%

3 Yr. Return

17.77%

5 Yr. Return

NA

Aditya Birla India Equity Opportunities Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

295846

Aditya Birla India Equity Opportunities Fund AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Aditya Birla India Equity Opportunities Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Aditya Birla India Equity Opportunities Fund Alternative Investment Fund Strategy - Top 5 Sectors

Consumer Services

Not Disclosed

Engineering

Not Disclosed

Pharma, API & Chemical

Not Disclosed

Sugar

Not Disclosed

Equity MF FUND

Not Disclosed

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