- Manager
- Aditya Birla Money
- Service
- Discretionary
- Asset class
- Equity
CORE and SATELLITE PORTFOLIO SCHEME 1
+1.44%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Aditya Birla Money’s CORE and SATELLITE PORTFOLIO SCHEME 1 returned 1.44% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹1.53 crore across its clients.
Key numbers
- AUM
- ₹1.53 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.20×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −3.71% | −6.03% | +2.32% |
| 3 months | +0.50% | −4.91% | +5.41% |
| 6 months | +22.05% | +2.13% | +19.92% |
| 1 year | +1.44% | −7.09% | +8.53% |
| 2 years | +2.64% | −5.29% | +7.93% |
| 3 years | +12.69% | +6.06% | +6.63% |
| 4 years | +13.96% | +8.48% | +5.48% |
| 5 years | +9.35% | +6.38% | +2.97% |
| Since inception | +12.95% | +10.92% | +2.03% |
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 equity100.00%₹1.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.06×
- Turnover, past year
- 0.20×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has CORE and SATELLITE PORTFOLIO SCHEME 1 returned?
1.44% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.71%; 3 months: 0.50%; 6 months: 22.05%; 1 year: 1.44%; 2 years: 2.64%; 3 years: 12.69%; 4 years: 13.96%; 5 years: 9.35%; Since inception: 12.95%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 8.53 percentage points ahead.
How much does CORE and SATELLITE PORTFOLIO SCHEME 1 manage?
₹1.53 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 PORTFOLIO SCHEME 1?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app