- Manager
- Aditya Birla Money
- Service
- Discretionary
- Asset class
- Equity
Core and Satellite Equity Portfolio1
+0.14%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Money’s Core and Satellite Equity Portfolio1 returned 0.14% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹18.42 crore across its clients.
Key numbers
- AUM
- ₹18.42 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.22×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.89% | −6.03% | +2.14% |
| 3 months | +0.47% | −4.91% | +5.38% |
| 6 months | +21.12% | +2.13% | +18.99% |
| 1 year | +0.14% | −7.09% | +7.23% |
| 2 years | +1.84% | −5.29% | +7.13% |
| 3 years | +11.65% | +6.06% | +5.59% |
| 4 years | +13.88% | +8.48% | +5.40% |
| 5 years | +9.39% | +6.38% | +3.01% |
| Since inception | +8.12% | +10.76% | −2.64% |
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 equity98.86%₹18.21 Cr
- Cash and other1.14%₹0.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.44 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.22×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Core and Satellite Equity Portfolio1 returned?
0.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.89%; 3 months: 0.47%; 6 months: 21.12%; 1 year: 0.14%; 2 years: 1.84%; 3 years: 11.65%; 4 years: 13.88%; 5 years: 9.39%; Since inception: 8.12%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 7.23 percentage points ahead.
How much does Core and Satellite Equity Portfolio1 manage?
₹18.42 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 Portfolio1?
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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