Aditya Birla PMS or Portfolio Management – Returns, Charges, Support & more
The following is a detailed review article digging into the world of Aditya Birla PMS.
As one of the prominent players in the financial management domain, this article examines the services, strategies, and performance of Aditya Birla Portfolio Management offerings.
From exploring their investment philosophy to an in-depth analysis of their track record, join us on a journey to understand Aditya Birla’s approach to wealth management.
| Total AUM | Rs.1811.27 Cr. |
| Avg. 1 Year Return | 27.46% |
| Active Clients | 1784 |
| No. of Strategies | 5 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 30 Years |
Aditya Birla PMS - Company Overview
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Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Aditya Birla PMS?
- Enjoy the flexibility to customize portfolios based on personal preferences and financial goals.
- Aditya Birla Portfolio Management Services also offers various portfolio strategies. These strategies prioritize wealth creation over benchmark adherence, ensuring optimal performance.
- Access expert investment advice, utilizing the knowledge and insights of seasoned professionals.
- Experience a partnership built on trust, clear accountability and transparent communication.
- Receive outstanding service that fulfils your needs, enhancing your investment experience.
Aditya Birla Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Here are details of Aditya Birla PMS Returns.
- A remarkable 27.46% return for a year shows Aditya Birla’s ability to beat the competition. In comparison, the Nifty 50 recorded a decent 10.74% return. This further highlights the competence of Aditya Birla’s approach.
- With an impressive 28.31% Aditya Birla returns over three years, the firm solidifies its position as a leader in wealth creation. Contrastingly, the Nifty 50 showed a 20.15% return. This confirms the consistent performance of Aditya Birla’s strategies.
- Over a substantial five-year span, Aditya Birla secures a 12.99% return. This demonstrates its flexibility and stability in varying market conditions. Notably, the Nifty 50 reported an 11.52% return. This shows how Aditya Birla consistently does better than the market’s usual performance.
Aditya Birla PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Here are various charges levied by Aditya Birla Portfolio Management.
- The Aditya Birla PMS commission equals 2.5% of the money you invest (called the Fund Value) as a fixed fee. This helps cover the costs of managing your investments.
- This is an additional fee of 1% of your invested money. It goes towards ongoing management and growth of your portfolio.
- If your investments make more than 12% profit, they take 20% of the extra profit as a fee. This encourages them to work hard to increase their profits.
- If you decide to take out your money within the first year, they charge you 2.00% as a fee.
- If you withdraw your money in the second year, the fee is reduced to 1.00%.
Best Strategies by Aditya Birla Portfolio Management Services
Check out various strategies or Investment approaches provided by Aditya Birla Portfolio Managers.
| Strategy Name | Select Sector Portfolio | Core Equity Portfolio | Top 200 Core Equity Portfolio | India Special Opportunities Portfolio | Innovation Portfolio |
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| Start Date | 06-Oct-09 | 07-Jan-09 | 27-May-15 | 14-Jun-18 | 24-apr-18 | |
| Category | Small & Mid Cap | Multi Cap | Large Cap | Multi Cap | Multi Cap | |
| Benchmark | S&P BSE 500 | Nifty 50 | Nifty 50 | S&P BSE 500 | S&P BSE 500 | |
| AUM (Rs.) | Rs.312 Cr. | Rs.281 Cr. | Rs.73Cr. | Rs.795 Cr. | Rs.100 Cr. | |
| No. of Stocks | 35 | 29 | 27 | 24 | 21 | |
| 1 Year Return | 42.55% | 29.19% | 31.81% | 37.94% | 38.86% | |
| 3 Year Return | 30.06% | 21.84% | 21.08% | 25.74% | 18.68% | |
| 5 Year Return | 22.96% | 17.33% | 18.02% | 22.06% | 23.35% | |
| Fund Manager | Mr. Dhaval Mehta | Mr. Dhaval Mehta | Mr. Salvin Shah | Mr. Dhaval Mehta | Mr. salvin shah |
There are 4 Aditya Birla Portfolio Manager Strategies discussed below:
Select Sector Portfolio:
Aditya Birla Portfolio Management Service’s “Select Sector Portfolio” strategy has emerged as a standout performer, characterized by its focused approach and impressive results.
Commencing on October 6, 2009, this strategy has displayed a keen eye for potential in the Small & Mid Cap category.
The utilization of the S&P BSE 500 benchmark reflects Aditya Birla PMS’s aspiration for benchmark-beating performance.
With assets under management equal to Rs. 312Crores, the strategy’s popularity among investors is evident. The portfolio’s diverse distribution is spread across 35 carefully selected stocks.
The numbers speak volumes: a one-year return of 42.55%, a three-year return of 30.06%, and a five-year return of 22.96% underscore the strategy’s consistent success across varying timeframes.
Guided by the expertise of Fund Manager Mr Dhaval Mehta, Aditya Birla’s “Select Sector Portfolio” strategy illustrates their skill at Small & Mid Cap investing.
Hence, this strategy attracts investors seeking constant growth and strategic sector exposure.
Core Equity Portfolio:
The “Core Equity Portfolio” is a multi-cap strategy that has significantly impressed since its start on January 7, 2009.
This strategy is placed within the Multi Cap category and guided by the Nifty 50 benchmark. The substantial AUM totalling Rs.281 Crores highlights investor confidence and the strategy’s success.
Comprising a well-diversified portfolio of 29 stocks, the Core Equity Portfolio optimally spreads risk while maximising opportunities.
Its robust performance is evident in a noteworthy one-year return of 29.19%, a resilient three-year return of 21.84%, and a steady five-year return of 17.33%.
Fund Manager Mr Dhaval Mehta’s expertise contributes to the strategy’s prowess, strengthening Aditya Birla PMS’s commitment to skilled and strategic management.
Top 200 Core Equity Portfolio:
“Top 200 Core Equity Portfolio” by Aditya Birla Portfolio Management Service is a compelling large-cap strategy that has left a notable mark since its initiation on May 27, 2015.
This strategy is categorized within the Large Cap segment and aligned with the Nifty 50 benchmark.
The investment collection holds a controlled worth of Rs.73 Crores, proving investor confidence and the strategy’s achievement.
Made up of a well-planned variety of 27 stocks, the Top 200 Core Equity Portfolio appropriately balances risk and opportunity.
Its impressive results display a noteworthy 31.81% return over one year. It also shows an incredible 21.08% return over three years and a praiseworthy 18.02% return over five years.
Fund Manager Mr Salvin Shah’s competent guidance furthers credibility, reinforcing Aditya Birla’s commitment to skilled management.
Therefore, the “Top 200 Core Equity Portfolio” is an excellent choice for investors seeking a large-cap approach backed by consistent growth potential.
India Special Opportunities Portfolio
The “India Special Opportunities Portfolio” offered by Aditya Birla Portfolio Management Service is an active investment plan that began on June 14, 2018.
Belonging to the Multi Cap category and following the S&P BSE 500 benchmark, this strategy demonstrates Aditya Birla PMS’s skill in finding unique investment chances.
A significant total of Rs.795 Crores in managed funds reflects investor trust and the strategy’s strong performance.
With a carefully selected group of 24 stocks, the India Special Opportunities Portfolio expertly manages risk and potential gains. The numbers speak volumes:
- A robust one-year return of 37.94%
- A consistent three-year return of 25.74%
- An admirable five-year return of 22.06%
Under the guidance of Fund Manager Mr Dhaval Mehta, this strategy solidifies Aditya Birla’s commitment to astute management.
Top Fund Managers of Aditya Birla PMS
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Details of the 3 Aditya Birla PMS fund managers, whose details are mentioned below:
Sameer Narayan:
Sameer Narayan has over 25 years of experience in the Indian Equity markets. He has consistently achieved positive investment results over long periods.
Mr Sameer Narayan used to lead PMS at Invesco Asset Management, managing growth and value strategies. He also helped establish the Adani Family Office.
He began his career at BNP Paribas Asset Management in 2006. Mr Narayan holds a master’s degree in management from Narsee Monjee Institute of Management Studies and a B.E. in Production Engineering.
He is skilled in buy-side and sell-side roles, making him an experienced professional.
Dhaval Mehta:
Mr. Dhaval Mehta has more than nine years of experience in equity research and portfolio management.
He specializes in Consumer Staples and discretionary sectors, Retail, Building Materials, Cement, and Media.
As a Portfolio Manager at ASK Investment Managers, he effectively managed assets worth over $200 million, showing excellent performance across different market phases.
He has worked at Emkay Global Financial Services, Ventura Securities, and Infosys.
He holds an MBA from Narsee Monjee Institute of Management Studies, Mumbai, and a Bachelor of Engineering from D.J Sanghvi College of Engineering, Mumbai. His expertise adds significant value to ABSLAMC.
Salvin Shah:
Mr Salvin Shah has over nine years of experience in Portfolio Management and Equity Research, specializing in Indian Equities.
His primary focus is on maximizing investor returns while carefully managing portfolio risk. He’s known for identifying early-stage investment opportunities, consistently yielding high returns.
Before joining ABSLAMC, he was the Co-fund Manager at Sanctum Wealth Management, where he significantly impacted their PMS business.
He has also contributed to the equity research teams at Edelweiss Securities and Athena Investment Management.
He is a member of the Institute of Chartered Accountants of India (ICAI) and holds a commerce degree from Mumbai University.
Mr Salvin Shah’s extensive experience, sharp insights, and impressive track record make him a valuable asset to ABSLAMC.
Aditya Birla Portfolio Managers SWOT Analysis
Check out SWOT Analysis on Aditya Birla Portfolio Management.
Strengths:
- Aditya Birla PMS demonstrates its ability to achieve significant profits with an average 1-year return of 27.46%.
- Serving 1845 active clients emphasizes strong client relationships and successful wealth management.
- Providing five different strategies, it caters to various investor preferences.
- With 29 years of experience, it’s a trusted player in finance.
- Showing a 3-year return of 28.31%, it’s committed to consistent growth.
Weaknesses:
- Clients might need email support for better communication.
- The 5-year return of 12.99% suggests moderate long-term performance.
Opportunities:
- Using digital platforms can expand client reach and offer real-time insights.
- Expertise can be utilized in sustainable and ESG investing trends.
- Educating clients about investment strategies can build trust.
Threats:
- Market fluctuations can affect portfolio performance and client satisfaction.
- Cybersecurity issues could damage trust.
- Competition or dissatisfaction might lead to losing clients and revenue.
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Investment Facilities provided by Aditya Birla Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Aditya Birla Portfolio Management Features are summed up below:
- Customize portfolios to match personal preferences, goals, and risk tolerance for an individualized investment experience.
- Easily switch between investment strategies based on market changes or personal objectives.
- The firm’s portfolio services are also available for Non-Resident Indians, letting them join Aditya Birla’s offerings.
- Trust experienced professionals at Aditya Birla for portfolio decisions, using their expertise to enhance investments.
- Stay in control while benefiting from Aditya Birla’s advice and support.
- Exit investments early, noting a 2% charge in the first year.
- A 1% charge of the Fund Value applies for strategy transitions, allowing flexibility with costs in mind.
Aditya Birla Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Investors can take multiple advantages of the Aditya Birla Portfolio Management Services, written below:
- Get help and advice by directly calling professionals for timely solutions.
- Have real-time chats with knowledgeable representatives to solve queries quickly.
- Enjoy support from a dedicated Relationship Manager who gives personalized help and suggestions.
- Interact with Fund Managers directly to better understand investment strategies.
- Swiftly address concerns within five working days for prompt issue resolution.
Aditya Birla PMS Dashboard Link
Web Platform
The Aditya Birla PMS Dashboard Link is an easy-to-use online platform for investors. It allows them to see and manage their portfolio activities effortlessly.
This link informs investors about their portfolio’s performance, transactions, holdings, and performance reports.
It lets them directly communicate with the portfolio management team for quick questions and safe interactions.
Moreover, investors can change portfolios or request redemptions, all in line with their investment goals.
Aditya Birla PMS Login
The Aditya Birla PMS login page is a secure entrance for authorized users like investors and clients. It lets them access personalized portfolio info and manage investments. Through this page, users can
- See their investment holdings, allocation, and performance in real time.
- Start buying/selling, switch strategies or request redemptions.
- Get detailed performance reports, transaction history, and account statements.
- Safely talk with the portfolio management team for help or questions.
- Update personal details, contact info, or preferences.
Aditya Birla PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
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Experience
Aditya Birla Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in Aditya Birla PMS?
Investing in Aditya Birla PMS is a straightforward process, subject to specific eligibility criteria and documentation:
Eligibility Criteria:
- Individuals must be 18 years and above.
- Both Indian residents and Non-Resident Indians (NRIs) are eligible.
- A minimum investment of Rs. Fifty lakhs are required to participate.
Required Documents:
PMS Agreement, POA (Power of Attorney), Demat Account, PAN Card, Address Proof.
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Aditya Birla PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Aditya Birla Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Aditya Birla PMS – Conclusion
To sum up, Aditya Birla Portfolio Management Service is a strong option for investors looking for customized and skillfully handled investment options.
With different strategies, individualized help, and a history of good results, Aditya Birla PMS provides an attractive chance to navigate the financial world with assurance.
Combining client satisfaction, experience, and services, Aditya Birla stands out as a reliable partner in achieving lasting financial objectives.
FAQs on Aditya Birla Money Portfolio Management
Here is the list of FAQs related to Aditya Birla Money Portfolio Management Services:
Which Strategy Excels in Aditya Birla PMS?
The India Special Opportunities Portfolio is the optimal strategy for Aditya Birla PMS, delivering substantial and consistent returns over short and extended periods.
What’s the Minimum Entry for Aditya Birla PMS?
Investors are required to commit a minimum of Rs.50 lakhs to participate in Aditya Birla.
What Returns Can One Anticipate from Aditya Birla PMS?
Aditya Birla PMS showcases a remarkable 27.46% return for one year, an impressive 28.31% return over three years, and a steady 12.99% return over five years.
Is Aditya Birla Capital Portfolio Management Worth Considering?
Aditya Birla Capital PMS has earned a positive industry reputation due to its extensive experience, diverse investment strategies, and unwavering dedication to satisfying clients.
How Much is the Fixed Fee for Aditya Birla Money PMS?
Aditya Birla Money PMS’s fixed fee is 2.5% of the fund’s total value.
Is Possessing a Demat Account Mandatory for Aditya Birla Capital Portfolio Managers?
A Demat account is a prerequisite for engaging with Aditya Birla Capital Portfolio Managers.
What’s the Fee for Exiting Aditya Birla Capital Portfolio Management?
The exit fee during the initial year amounts to 2% of the fund value and 1% for the second year.
Who is Currently Overseeing Aditya Birla Money PMS?
The present fund management team at Aditya Birla Money PMS includes Sameer Narayan, Salvin Shah, and Dhaval Mehta.
What are the Current AUM for Aditya Birla Portfolio Management Service?
Aditya Birla Money Portfolio Management Service manages a substantial Rs. 1581.55 Cr portfolio.
Do Aditya Birla Money Portfolio Managers Implement Variable Charges?
Certainly, variable commissions are levied at 1% of the fund’s value.