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INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
Aditya Birla Sun Life Amc Limited
493.38 CR AUM
INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
Aditya Birla Sun Life Amc Limited
493.38 CR AUM
BSE 500 TRI
Benchmark
7yr 9mo
Age
EQUITY
Strategy
Upto 2.5% pa - Regular
Upto 1.5% pa - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed between the PM and the client
Exit Load
BSE 500 TRI
Benchmark
7yr 9mo
Age
EQUITY
Strategy
Upto 2.5% pa - Regular
Upto 1.5% pa - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed between 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
The investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts, including but not limited to the following catalysts: micro turnaround, macro turnaround, management change, deleveraging, demerger, mid to large-cap potential and secular growth names.
Investment Approach v/s Benchmark Metrics
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1M IA return
-10.67%
1M benchmark return
-11.37%
Alpha
0.70%
1M Wealth multiple
0.89x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-10.67%
1M benchmark return
-11.37%
Alpha
0.70%
1M Wealth multiple
0.89x
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