- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
India Large Cap Quant Equity Portfolio
−5.76%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s India Large Cap Quant Equity Portfolio returned −5.76% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹0.31 crore across its clients.
Key numbers
- AUM
- ₹0.31 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.29% | −6.03% | +0.74% |
| 3 months | −2.94% | −4.91% | +1.97% |
| 6 months | +1.64% | +2.13% | −0.49% |
| 1 year | −5.76% | −7.09% | +1.33% |
| 2 years | −8.76% | −5.96% | −2.80% |
| 3 years | +4.35% | +6.06% | −1.71% |
| 4 years | +6.36% | +8.48% | −2.12% |
| 5 years | +4.00% | +6.38% | −2.38% |
| Since inception | +11.15% | +14.06% | −2.91% |
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 equity90.40%₹0.28 Cr
- Cash and other9.60%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Large Cap Quant Equity Portfolio returned?
−5.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.29%; 3 months: −2.94%; 6 months: 1.64%; 1 year: −5.76%; 2 years: −8.76%; 3 years: 4.35%; 4 years: 6.36%; 5 years: 4.00%; Since inception: 11.15%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 1.33 percentage points ahead.
How much does India Large Cap Quant Equity Portfolio manage?
₹0.31 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 India Large Cap Quant 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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