- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
Customised Equity Portfolio
+3.99%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s Customised Equity Portfolio returned 3.99% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹110 crore across its clients.
Key numbers
- AUM
- ₹110 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.40% | −6.03% | +2.63% |
| 3 months | −1.83% | −4.91% | +3.08% |
| 6 months | +10.13% | +2.13% | +8.00% |
| 1 year | +3.99% | −7.09% | +11.08% |
| Since inception | +3.98% | −2.26% | +6.24% |
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 equity77.12%₹84.76 Cr
- Cash and other22.71%₹24.96 Cr
- Mutual funds0.16%₹0.17 Cr
- Unlisted equity0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.52 Cr
- Net, Sep 2026
- −₹2.52 Cr
- Net, FY to date
- ₹4.08 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customised Equity Portfolio returned?
3.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.40%; 3 months: −1.83%; 6 months: 10.13%; 1 year: 3.99%; Since inception: 3.98%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 11.08 percentage points ahead.
How much does Customised Equity Portfolio manage?
₹110 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 Customised Equity Portfolio?
Aditya Birla Sun Life AMC, a SEBI-registered portfolio manager (INP000000597), 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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