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PMS for PFs & Special Mandates

Aditya Birla Sun Life Amc Limited

29,494.85 CR AUM

PMS for PFs & Special Mandates

PMS for PFs & Special Mandates

Aditya Birla Sun Life Amc Limited

29,494.85 CR AUM

CRISIL Composite Bond Index
Benchmark
1yr 3mo
Age
DEBT
Strategy
As per mutually agreed with the client
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
1yr 3mo
Age
DEBT
Strategy
As per mutually agreed with the client
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed by the Portfolio Manager and the client.
Exit Load
Fund manager

sameer narayan

Fund Manager
DEBTStrategies

Mr. Sameer Narayan has over 25 years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. He has been with the Company since July 2022 as Head - Alternate Investments Equity. Prior to joining the Company, he has worked with organizations like Invesco Asset Management - India, Adani Advisory LLP, BNP Paribas Investment Partners, SSKI Securities Pvt. Ltd. Enam Securities Pvt. Ltd. and Motilal Oswal Securities Ltd. He has varied experience in managing mandates across growth and value strategies as well as buy side and sell side experience. Sameer holds Master's in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering from KJ Somaiya college of Engineering, Mumbai.

Mr. Sameer Narayan has over 25 years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. He has been with the Company since July 2022 as Head - Alternate Investments Equity. Prior to joining the Company, he has worked with organizations like Invesco Asset Management - India, Adani Advisory LLP, BNP Paribas Investment Partners, SSKI Securities Pvt. Ltd. Enam Securities Pvt. Ltd. and Motilal Oswal Securities Ltd. He has varied experience in managing mandates across growth and value strategies as well as buy side and sell side experience. Sameer holds Master's in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering from KJ Somaiya college of Engineering, Mumbai.
Fund manager

parin vora

Fund Manager
DEBTStrategies

Parin Vora, based in Mumbai, MH, IN, is currently a Joint Vice President at Aditya Birla Sun Life Insurance. Parin Vora brings experience from previous roles at Aditya Birla Sun Life Mutual Fund (ABSLMF) and Mata Securities India Private Limited. Parin Vora holds a 1997 - 1999 Master of Business Administration - MBA in Finance and Financial Management Services @ Welingkar Institute of Management.

Parin Vora, based in Mumbai, MH, IN, is currently a Joint Vice President at Aditya Birla Sun Life Insurance. Parin Vora brings experience from previous roles at Aditya Birla Sun Life Mutual Fund (ABSLMF) and Mata Securities India Private Limited. Parin Vora holds a 1997 - 1999 Master of Business Administration - MBA in Finance and Financial Management Services @ Welingkar Institute of Management.
Fund manager

vikas agrawal

Fund Manager
DEBTStrategies

Vikas Agrawal is the Fund Manager for Special Mandates at ABSL AMC, with 21 years of overall experience, including 14 years in debt fund management. He holds a PGDBM in Finance & Marketing and a B. Com in Banking & Finance. Prior to his current role, he served as Director at JM Financial Products Ltd (2021-2024) and Fund Manager at JM Financial Mutual Fund (2011-2021). He has also worked at SPA Securities Ltd and Centrum Capital Ltd in fixed income roles. Vikas' expertise spans managing fixed income portfolios across short-term and long-term mandates. He has been with ABSL AMC for 8 months and is expected to manage portfolio and interest rates starting in August 2024. There may also be a new fund manager hired for the CMPFO portfolio once awarded.

Vikas Agrawal is the Fund Manager for Special Mandates at ABSL AMC, with 21 years of overall experience, including 14 years in debt fund management. He holds a PGDBM in Finance & Marketing and a B. Com in Banking & Finance. Prior to his current role, he served as Director at JM Financial Products Ltd (2021-2024) and Fund Manager at JM Financial Mutual Fund (2011-2021). He has also worked at SPA Securities Ltd and Centrum Capital Ltd in fixed income roles. Vikas' expertise spans managing fixed income portfolios across short-term and long-term mandates. He has been with ABSL AMC for 8 months and is expected to manage portfolio and interest rates starting in August 2024. There may also be a new fund manager hired for the CMPFO portfolio once awarded.
Fund manager

sunil patil

Fund Manager
DEBTStrategies
1OF4

Purpose

Objective of the portfolio management process is to provide income along with diversification by investing in a basket of fixed income securities, Equity securities and mutual fund schemes in line with the risk profile of the PMS Clients.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
0.57%
1M benchmark return
0.87%
Alpha
-0.30%
1M Wealth multiple
1.01x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
0.57%
1M benchmark return
0.87%
Alpha
-0.30%
1M Wealth multiple
1.01x

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