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Aditya Birla Select Sector Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Aditya Birla Select Sector Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 15.89%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Aditya Birla Select Sector Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Select Sector Portfolio

Start Date

06 October 2009

Category

Small & Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.390 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Sameer Narayan

1 Yr. Return

15.89%

3 Yr. Return

23.55%

5 Yr. Return

32.88%

Aditya Birla Select Sector Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

35

Top 5 Stocks%

31.69%

Top 5 Sectors%

75.51%

Portfolio Age

15 Yrs, 6 Months

SIP

NA

STP

Available

Average Market Cap

Rs.98134 Cr.

Aditya Birla Select Sector Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Aditya Birla Select Sector Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

13.03%

Mid Cap

51.09%

Small Cap

27.88%

Cash & Equivalent

8.00%

Check out Business Opportunities with Similar Brands

Aditya Birla Select Sector Portfolio Strategy - Top 5 Sectors

Financial Services

22.18%

Information Technology

10.07%

Capital Goods

22.18%

Chemicals

10.52%

Auto

10.56%

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