- Manager
- Aditya Birla Money
- Service
- Discretionary
- Asset class
- Equity
Core and Satellite Equity Portfolio
+1.18%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Money’s Core and Satellite Equity Portfolio returned 1.18% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹50.60 crore across its clients.
Key numbers
- AUM
- ₹50.60 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.74% | −6.03% | +2.29% |
| 3 months | +0.94% | −4.91% | +5.85% |
| 6 months | +22.10% | +2.13% | +19.97% |
| 1 year | +1.18% | −7.09% | +8.27% |
| 2 years | +2.69% | −5.29% | +7.98% |
| 3 years | +12.53% | +6.06% | +6.47% |
| 4 years | +14.59% | +8.48% | +6.11% |
| 5 years | +8.67% | +6.38% | +2.29% |
| Since inception | +9.46% | +10.03% | −0.57% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.39%₹50.29 Cr
- Cash and other0.59%₹0.30 Cr
- Mutual funds0.02%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.53 Cr
- Net, Sep 2026
- −₹0.53 Cr
- Net, FY to date
- −₹0.71 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Core and Satellite Equity Portfolio returned?
1.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.74%; 3 months: 0.94%; 6 months: 22.10%; 1 year: 1.18%; 2 years: 2.69%; 3 years: 12.53%; 4 years: 14.59%; 5 years: 8.67%; Since inception: 9.46%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 8.27 percentage points ahead.
How much does Core and Satellite Equity Portfolio manage?
₹50.60 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Core and Satellite Equity Portfolio?
Aditya Birla Money, a SEBI-registered portfolio manager (INP000003757), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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