Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)

Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)

EQUITY MULTI CAP
Invests in quality businesses that are central to the India growth story.
+10.03%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
07 Jan '09
Total AUM
₹224.30Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity93.8%
Cash6.3%
₹224Cr
Equity market cap split
Large Cap71.8%
Mid Cap16.3%
Small Cap8.2%
₹210Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management

SS
Salvin Shah
Fund Manager
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About
Has 9+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavor is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management.He is a member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.
Experience
Over 9 years of experience in portfolio management and equity research.
Investment philosophy
Specializes in portfolio management and equity research for Indian equities.
Previously worked at
  • Sanctum Wealth Management
  • Edelweiss Securities
  • Athena Investment Management
Awards
  • Successfully identified early-stage investment themes and stocks, resulting in multi-bagger returns for investors.

DM
Dhaval Mehta
Portfolio Manager
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About
Has 9+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.
Experience
Over 9 years of experience in equity research and portfolio management.
Investment philosophy
Equity research in Consumer, Retail, Building Material, Cement, and Media sectors.
Previously worked at
  • ASK Investment Managers
  • Emkay Global Financial Services
  • Ventura Securities
  • Infosys
Awards
  • Delivered stellar performance across investment cycles at his prior firm.
PMS house
Aditya Birla Sun Life AMC Ltd. PMS
Aditya Birla Sun Life AMC Ltd. PMS
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