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ABSL Customised Real Estate Portfolio

ABSL Customised Real Estate Portfolio is a Debt Portfolio Management Service launched by Aditya Birla Sun Life Amc Limited on March 2024. Managed by Akhsat Pandya, the fund holds ₹97 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹100000000 lakh, with a Upto 2.0% p.a on the investment amount - Regular Upto 1.75% p.a on the investment amount - Direct% fixed fee and NA% performance fee. Trailing returns: 16.33% (1Y), 14.17% since inception. Performance data as of July 2026.

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ABSL Customised Real Estate Portfolio

Aditya Birla Sun Life Amc Limited

97.37 CR AUM

ABSL Customised Real Estate Portfolio

ABSL Customised Real Estate Portfolio

Aditya Birla Sun Life Amc Limited

97.37 CR AUM

CRISIL Composite Bond Index
Benchmark
2yr 4mo
Age
DEBT
Strategy
Upto 2.0% p.a on the investment amount - Regular Upto 1.75% p.a on the investment amount - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client.
Exit Load
CRISIL Composite Bond Index
Benchmark
2yr 4mo
Age
DEBT
Strategy
Upto 2.0% p.a on the investment amount - Regular Upto 1.75% p.a on the investment amount - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed by the Portfolio Manager and the Client.
Exit Load
Fund manager

akhsat pandya

Fund Manager
DEBTStrategies

Mr. Akshat Pandya Head - Real Estate has been associated with the Company for 11 years and he has been part of the Real Estate Investment Advisory which oversees the management of investments across multiple Real Estate Funds under the ambit of Aditya Birla Sun Life AMC Ltd. Prior to joining the Company, Mr. Pandya was associated with ENAM, Lehman Brothers & HDFC Ltd. Mr. Pandya holds master's degree in management studies from NMIMS and a bachelor's degree in commerce from the University of Mumbai.

Mr. Akshat Pandya Head - Real Estate has been associated with the Company for 11 years and he has been part of the Real Estate Investment Advisory which oversees the management of investments across multiple Real Estate Funds under the ambit of Aditya Birla Sun Life AMC Ltd. Prior to joining the Company, Mr. Pandya was associated with ENAM, Lehman Brothers & HDFC Ltd. Mr. Pandya holds master's degree in management studies from NMIMS and a bachelor's degree in commerce from the University of Mumbai.

What is this fund's investment objective?

To generate accrual oriented higher yields on portfolio through identification of acceptable credit opportunities and / or credit structures in the Indian Real Estate market. There can be no assurance that the portfolio will achieve its investment objective.

How has ABSL Customised Real Estate Portfolio performed?

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1M IA return
1.15%
1M benchmark return
2.35%
Alpha
-1.20%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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1M IA return
1.15%
1M benchmark return
2.35%
Alpha
-1.20%
1M Wealth multiple
1.01x

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