Aditya Birla Sun Life (ABSL) - Innovation

EQUITY MULTI CAP

Objective is long term wealth creation with lower volatility.

+14.61%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

24 Apr '18

Total AUM

₹151.48Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.2%

Cash0.8%

Equity market cap split

Large Cap54.5%

Small Cap24.2%

Mid Cap20.9%

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
View details

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