Aditya Birla Sun Life AMC

AUM (Cr.)

28654.81

Clients

2407

Inv. Approach

As On Date

31 August 2025

Founded in 1994, Aditya Birla Sun Life AMC Limited is one of the oldest mutual funds in India and a joint venture between Aditya Birla Group & Sun Life Financial Inc. since 2001. It offers portfolio management services and alternate & offshore investment solutions to HNIs and Institutions. The company has a dedicated 16-member investment team for equity, fixed income, and real estate with more than 200 years of cumulative experience. The company focuses on sustained investment performance with portfolio differentiation and an effective risk management governance framework.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Select Sector Portfolio	Small & Mid Cap	6.99%	26.58%	24.50%	30.95%	Oct 2009
Core Equity Portfolio	Multi Cap & Flexi Cap	-7.33%	9.59%	10.10%	18.86%	Jan 2009
Top 200 Core Equity Portfolio	Large Cap	-7.83%	13.21%	12.69%	18.17%	May 2015
India Special Opportunities Portfolio	Multi Cap & Flexi Cap	-10.97%	13.66%	14.95%	20.95%	Jun 2018
Innovation Portfolio	Multi Cap & Flexi Cap	-2.71%	17.58%	18.00%	21.53%	Apr 2018

*Returns are as of 31st August 2025. * Returns over a 1-year period are annualized. *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *N/A (Not Applicable) *Returns of the respective benchmark indices used are tabulated above. The benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1

AIF Investments

AIF Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
India Equity Opportunities Fund	Multi Cap & Flexi Cap	-5.26%	17.01%	17.43%	N/A	Dec 2021
India Equity Services Fund	Multi Cap & Flexi Cap	-11.81%	10.32%	N/A	N/A	Oct 2022
ABSL India Special Opportunities Fund	Multi Cap & Flexi Cap	-11.75%	N/A	N/A	N/A	Sep 2023

*All performance above are as on 31st August 2025, * Above 1 year returns are in CAGR*

AMC Reg. Address

One World Center, Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013. SEBI Reg No : INP000000597

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