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Core and Satellite Equity Portfolio

Core and Satellite Equity Portfolio is a Equity Portfolio Management Service launched by Aditya Birla Money Limited on April 2015. Managed by Vivek Mahajan, the fund holds ₹51 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 1.71% (1Y), 15.96% CAGR (3Y), 9.6% since inception. Performance data as of July 2026.

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Core and Satellite Equity Portfolio

Aditya Birla Money Limited

50.73 CR AUM

Core and Satellite Equity Portfolio

Core and Satellite Equity Portfolio

Aditya Birla Money Limited

50.73 CR AUM

Nifty 50 TRI
Benchmark
11yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
11yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vivek mahajan

Fund Manager
EQUITYStrategies

Vivek has over 23 years of work experience spanning Equity Sales and Equity Research. Vivek has handled institutional and Ultra HNI customers at IIT InvesTrust Ltd, HDFC Securities, IL & FS InvestDirect and HSBC InvestDirect - some of the top Institutional Brokerages. Vivek is an Engineer with post- graduation qualification in Management.

Vivek has over 23 years of work experience spanning Equity Sales and Equity Research. Vivek has handled institutional and Ultra HNI customers at IIT InvesTrust Ltd, HDFC Securities, IL & FS InvestDirect and HSBC InvestDirect - some of the top Institutional Brokerages. Vivek is an Engineer with post- graduation qualification in Management.

What is this fund's investment objective?

The Strategy aims to deliver returns in short, medium to long term by investing in fundamentally sound stocks coupled with active profit booking. Core Strategy: will comprise of 15-20 stocks of well established and predominantly large cap companies that offer consistent return potential over long term. Satellite Strategy: will comprise of predominantly Large cap as well as large mid cap companies that offer higher potential returns in the short term. The 'Satellite' group will complement the 'Core' group.

How has Core and Satellite Equity Portfolio performed?

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1M IA return
4.50%
1M benchmark return
1.67%
Alpha
2.83%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.50%
1M benchmark return
1.67%
Alpha
2.83%
1M Wealth multiple
1.04x

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