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ADAPT PORTFOLIO - Very Agressive

ADAPT PORTFOLIO - Very Agressive is a Equity Portfolio Management Service launched by Aditya Birla Sun Life Amc Limited on June 2010. Managed by Mr. A. Balasubramanian, the fund holds ₹22 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Upto 2.5% - Regular, Upto 1.50% - Direct% fixed fee and Not applicable% performance fee. Trailing returns: 1.48% (1Y), 14.47% CAGR (3Y), 11.76% since inception. Performance data as of July 2026.

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ADAPT PORTFOLIO - Very Agressive

Aditya Birla Sun Life Amc Limited

21.55 CR AUM

ADAPT PORTFOLIO - Very Agressive

ADAPT PORTFOLIO - Very Agressive

Aditya Birla Sun Life Amc Limited

21.55 CR AUM

Nifty 50 TRI
Benchmark
16yr 0mo
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
16yr 0mo
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
Fund manager

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

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

What is this fund's investment objective?

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

How has ADAPT PORTFOLIO - Very Agressive performed?

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Wealth Creation Calculator

1M IA return
-1.58%
1M benchmark return
1.67%
Alpha
-3.25%
1M Wealth multiple
0.98x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-1.58%
1M benchmark return
1.67%
Alpha
-3.25%
1M Wealth multiple
0.98x

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