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Aditya Birla Sun Life AMC - Core Equity Portfolio

A multi-cap & flexi-cap strategy focused on long term wealth creation through value stocks and sector agnostic investments.

Multi Cap & Flexi Cap
Value Stocks
Sector Agnostic
25-30 Stocks
Effective Screener
Long Term Horizon

Investment Objective & Approach

Objective: The objective of CEP is to Focus on Long Term Wealth Creation. Multi-Cap Universe and Concentrated Portfolio - 25-30 stocks with Effective screener (P-Score) to identify future winners.

Approach: CEP Portfolio is built with the twin objectives of giving the client a set of strong companies that are purchased at prices that are not exorbitantly high. It consists of only Value stocks and sector agnostic stocks. It focuses on Investing when good business is in temporary bad-time and exit when the price goes beyond its worth.

Performance Since Inception

Strategy growth vs Benchmark index (Nifty 50 TRI)

SI Return
17.86%
Benchmark
14.39%

Strategy launched on Jan 07, 2008, demonstrating a robust history of outperformance over a 17+ year horizon.

TWRR Basis

Returns Summary

1 YEAR0.84%
2 YEARS4.27%
3 YEARS10.36%
5 YEARS10.02%
SINCE INCEPTION17.86%

Portfolio Snapshot

MixMarket Cap
Large Cap
64.44%
Mid Cap
22.71%
Small Cap
9.16%
Cash & Equivalent
3.69%

Top Sector Allocation

Top Sector: Financial Services
Financial Services31.19%
Capital Goods8.34%
Information Technology6.62%
Auto5.81%
Telecom5.51%

Strategy Advantages

  • Value Investing: Buying strong companies at prices that are not exorbitantly high.
  • Contrarian Approach: Investing when good business is in temporary bad-time.
  • Concentrated Portfolio: 25-30 high-conviction stocks.
  • Experienced Management: Managed by Mr. Salvin Shah with a 17+ year track record.

Top Holdings

1
ICICI Bank Ltd
5.73%
2
Bharti Airtel Ltd
5.51%
3
HDFC Bank Ltd
4.72%
4
Sun Pharmaceuticals Industries Ltd
4.36%
5
Infosys Ltd
3.96%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.