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Customised Debt Portfolio

Customised Debt Portfolio is a Debt Portfolio Management Service launched by Aditya Birla Sun Life Amc Limited on July 2024. Managed by Amit Kansal, the fund holds ₹183 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹100000000 lakh, with a Upto 1.00% p.a. on the investment amount - Regular Upto 0.50% p.a. on the investment amount - Direct% fixed fee and NA% performance fee. Trailing returns: 11.36% (1Y), 13.63% since inception. Performance data as of July 2026.

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Customised Debt Portfolio

Aditya Birla Sun Life Amc Limited

182.68 CR AUM

Customised Debt Portfolio

Customised Debt Portfolio

Aditya Birla Sun Life Amc Limited

182.68 CR AUM

CRISIL Composite Bond Index
Benchmark
2yr 0mo
Age
DEBT
Strategy
Upto 1.00% p.a. on the investment amount - Regular Upto 0.50% 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 0mo
Age
DEBT
Strategy
Upto 1.00% p.a. on the investment amount - Regular Upto 0.50% 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

amit kansal

Fund Manager
DEBTStrategies

With over 22 years of professional experience, including approximately 14 years at Aditya Birla Capital, as well as roles at ICICI Bank, Ernst & Young, and other organizations, Mr. Amit Kansal has built a broad and deep expertise in finance and investment. He conceptualized and led the joint venture between Aditya Birla Capital and Värde Partners, a US-based credit fund. At Aditya Birla Finance, he headed the Project & Structured Finance vertical for the North and East regions, delivering project-linked lending, structured debt, and corporate finance solutions to large and mid-market corporates. His experience spans the full investment spectrum, from low-yield instruments to high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a rank-holding Chartered Accountant.

With over 22 years of professional experience, including approximately 14 years at Aditya Birla Capital, as well as roles at ICICI Bank, Ernst & Young, and other organizations, Mr. Amit Kansal has built a broad and deep expertise in finance and investment. He conceptualized and led the joint venture between Aditya Birla Capital and Värde Partners, a US-based credit fund. At Aditya Birla Finance, he headed the Project & Structured Finance vertical for the North and East regions, delivering project-linked lending, structured debt, and corporate finance solutions to large and mid-market corporates. His experience spans the full investment spectrum, from low-yield instruments to high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a rank-holding Chartered Accountant.
Fund manager

karan dave

Fund Manager
DEBTStrategies
1OF2

What is this fund's investment objective?

The Portfolio seeks to offer growth of capital by investing in debt securities and is ideally suited for investor seeking moderate to high returns with lower volatility and moderate risk. Investor under this product could have one or more of the following investment objectives viz. Maximization of return, regular income, risk-adjusted returns and absolute returns etc.

How has Customised Debt Portfolio performed?

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Wealth Creation Calculator

1M IA return
1.21%
1M benchmark return
2.35%
Alpha
-1.14%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.21%
1M benchmark return
2.35%
Alpha
-1.14%
1M Wealth multiple
1.01x

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