Aditya Birla PMS or Portfolio Management – Performance, Cost, Support & more
Aditya Birla PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Aditya Birla Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Aditya Birla PMS - Snapshot
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Aditya Birla Portfolio Management Review & Ratings by Franchisebyte
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Overview of Aditya Birla Portfolio Management Services
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Head Office
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Investment Strategies
Aditya Birla PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Aditya Birla PMS Charges or Cost
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Aditya Birla PMS Investment Strategies
| Strategy Name | Select Sector Portfolio | Core Equity Portfolio | Top 200 Core Equity Portfolio | India Special Opportunities Portfolio | Innovation Portfolio |
| Start Date | 06-Oct-09 | 07-Jan-09 | 27-May-15 | 14-Jun-18 | 24-Apr-18 |
| Category | Small & Mid Cap | Multi Cap | Large Cap | Multi Cap | Multi Cap |
| Benchmark | S&P BSE 500 | Nifty 50 | Nifty 50 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.402 Cr. | Rs.257 Cr. | Rs.93 Cr. | Rs.1188 Cr. | Rs.144 Cr. |
| No. of Stocks | 35 | 29 | 27 | 24 | 21 |
| 1 Yr. Return | 27.58% | 24.08% | 26.28% | 27.89% | 31.45% |
| 3 Yr. Return | 35.47% | 26.36% | 23.10% | 28.12% | 25.96% |
| 5 Yr. Return | 12.84% | 11.66% | 14.47% | 16.59% | 19.43% |
| Fund Manager | Mr. Sameer Narayan | Mr. Dhaval Mehta | Mr. Salvin Shah | Mr. Sameer Narayan | Mr. Salvin Shah |
Top Portfolio Managers of Aditya Birla Portfolio Management Services
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Aditya Birla Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Aditya Birla Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
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Early Exit Charges
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Aditya Birla PMS - SEBI Details
SEBI Reg. No.
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Aditya Birla Portfolio Management Services - Eligibility Criteria
Age
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Aditya Birla Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Aditya Birla PMS Backoffice or Dashboard Link
Web Platform
