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ADAPT PORTFOLIO - Very Agressive
Aditya Birla Sun Life Amc Limited
20.34 CR AUM
ADAPT PORTFOLIO - Very Agressive
Aditya Birla Sun Life Amc Limited
20.34 CR AUM
Nifty 50 TRI
Benchmark
15yr 9mo
Age
EQUITY
Strategy
Upto 2.5% - Regular, Upto 1.50% - Direct
Fixed Fees
Not applicable
Variable Fees
Upto 3% for a period as mutually agreed by the PM and the client
Exit Load
Nifty 50 TRI
Benchmark
15yr 9mo
Age
EQUITY
Strategy
Upto 2.5% - Regular, Upto 1.50% - Direct
Fixed Fees
Not applicable
Variable Fees
Upto 3% for a period as mutually agreed by the PM and the client
Exit Load
a. balasubramanian
Fund Manager
EQUITYStrategies
Mr. A. Balasubramanianis the Managing Director & CEO of the Company. A stalwart of the mutual fund industry, he brings with him over three decades of rich experience. He has been associated with the organisation since 1994. Prior to assuming the role of CEO in 2009, Mr. Balasubramanian served as the Chief Investment Officer from 2006 to 2009. As Managing Director & CEO, Mr. Balasubramanian oversees Assets
Purpose
ADAPT is a Multi Asset product which uses Active and Dynamic Asset Allocation to generate long term capital appreciation by investing in multiple asset classes according to risk return profile of investors. ADAPT offers 5 different investment options based on different client profiles. The investment options are classified as Very Conservative, Conservative, Moderate, Aggressive, and Very Aggressive. ADAPT stands for Active and Dynamic Asset Allocation Portfolio
Investment Approach v/s Benchmark Metrics
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1M IA return
-8.91%
1M benchmark return
-11.30%
Alpha
2.39%
1M Wealth multiple
0.91x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-8.91%
1M benchmark return
-11.30%
Alpha
2.39%
1M Wealth multiple
0.91x
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