Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)

EQUITY LARGE CAP

Invests in quality large cap businesses that are central to India's growth story, aiming for medium to long term participation.

+11.48%

3Y annualised returns

+11.20%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

27 May '15

Total AUM

₹98.42Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.7%

Cash3.3%

Equity market cap split

Large Cap83.0%

Mid Cap10.9%

Small Cap4.4%

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