- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
India Special Opportunities Portfolio
−2.96%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s India Special Opportunities Portfolio returned −2.96% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹359 crore across its clients.
Key numbers
- AUM
- ₹359 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.41×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.31% | −5.57% | −0.74% |
| 3 months | −3.10% | −3.59% | +0.49% |
| 6 months | +8.14% | +8.07% | +0.07% |
| 1 year | −2.96% | −2.33% | −0.63% |
| 2 years | −7.92% | −3.93% | −3.99% |
| 3 years | +6.97% | +9.20% | −2.23% |
| 4 years | +10.53% | +11.22% | −0.69% |
| 5 years | +8.53% | +8.91% | −0.38% |
| Since inception | +13.12% | +12.06% | +1.06% |
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 equity95.44%₹343 Cr
- Cash and other4.56%₹16.38 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.66 Cr
- Outflow, Sep 2026
- ₹19.44 Cr
- Net, Sep 2026
- −₹17.78 Cr
- Net, FY to date
- −₹59.84 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.41×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Special Opportunities Portfolio returned?
−2.96% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.31%; 3 months: −3.10%; 6 months: 8.14%; 1 year: −2.96%; 2 years: −7.92%; 3 years: 6.97%; 4 years: 10.53%; 5 years: 8.53%; Since inception: 13.12%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.63 percentage points behind.
How much does India Special Opportunities Portfolio manage?
₹359 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 Special Opportunities 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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