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Aditya Birla Sun Life AMC - India Special Opportunities Portfolio

A multi cap & flexi cap strategy aiming to invest in stocks that are primed to benefit from catalysts and secular growth names.

Multi Cap & Flexi Cap
Catalyst Driven
Secular Growth
15-25 Companies
Research Driven
Long Term Horizon

Investment Objective

The investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts and secular growth names. The core focus would be on approximately 15-25 companies that are primed to benefit from catalysts mentioned like Micro Turnaround, Macro / Change in business cycle, Management Change, Deleveraging, Demerger, Mid to Large Cap Potential.

Performance Since Inception

Strategy growth vs Benchmark index (S&P BSE 500 TRI)

SI Return
14.14%
Benchmark
13.07%

Strategy launched on Jan 14, 2016, demonstrating a robust history of outperformance.

TWRR Basis

Returns Summary

1 YEAR3.64%
2 YEARS-3.22%
3 YEARS13.10%
5 YEARS13.21%
SINCE INCEPTION14.14%

Portfolio Snapshot

MixMarket Cap
Large Cap
54.25%
Mid Cap
23.83%
Small Cap
19.8%
Cash & Equivalent
2.12%

Top Sector Allocation

Top Sector: Financial Services
Financial Services25.41%
Capital Goods13.42%
Information Technology7.81%
Healthcare7.49%
Telecom6.07%

Strategy Advantages

  • Experienced Management: Managed by Mr. Sameer Narayan & Mr. Salvin Shah.
  • Concentrated Approach: Core focus on just 15-25 high conviction companies.
  • Catalyst Focused: Riding on macro turnaround and business cycle changes.
  • Proven Track Record: Sustained outperformance against S&P BSE 500 TRI since 2016.

Top Holdings

1
Bharat Dynamics Limited
5.58%
2
Bharti Airtel Ltd
5.07%
3
ICICI Bank Ltd
5.07%
4
Axis Bank Ltd
4.38%
5
Bank of Baroda
4.28%

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.