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Select Sector Portfolio NR

Select Sector Portfolio NR is a Equity Portfolio Management Service launched by Aditya Birla Sun Life Amc Limited on October 2009. Managed by Mr. A. Balasubramanian, the fund holds ₹115 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Upto 2.50% pa - regular Upto 1.50% pa - Direct% fixed fee and Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa% performance fee. Trailing returns: 5.89% (1Y), 22.13% CAGR (3Y), 16.11% since inception. Performance data as of July 2026.

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Select Sector Portfolio NR

Aditya Birla Sun Life Amc Limited

115.09 CR AUM

Select Sector Portfolio NR

Select Sector Portfolio NR

Aditya Birla Sun Life Amc Limited

115.09 CR AUM

BSE 500 TRI
Benchmark
16yr 9mo
Age
EQUITY
Strategy
Upto 2.50% pa - regular Upto 1.50% pa - Direct
Fixed Fees
Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa
Variable Fees
Upto 3% for a period as mutually agreed in between the PM and the client
Exit Load
BSE 500 TRI
Benchmark
16yr 9mo
Age
EQUITY
Strategy
Upto 2.50% pa - regular Upto 1.50% pa - Direct
Fixed Fees
Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa
Variable Fees
Upto 3% for a period as mutually agreed in between 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?

The investment objective of the portfolio is to generate long-term capital appreciation and reasonable income in the form of dividends by investing in equity and equity related securities. Invest in High Quality businesses in Sectors with consistent Growth and ROE by identifying and participating in growth of these businesses over medium to long term. Investment decisions will be based on attractive valuation with margin of safety

How has Select Sector Portfolio NR performed?

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Wealth Creation Calculator

1M IA return
0.17%
1M benchmark return
1.73%
Alpha
-1.56%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.17%
1M benchmark return
1.73%
Alpha
-1.56%
1M Wealth multiple
1.00x

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