- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
India Special Opportunities Portfolio STP
−2.91%
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 STP returned −2.91% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹447 crore across its clients.
Key numbers
- AUM
- ₹447 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 | −6.34% | −5.57% | −0.77% |
| 3 months | −3.13% | −3.59% | +0.46% |
| 6 months | +8.15% | +8.07% | +0.08% |
| 1 year | −2.91% | −2.33% | −0.58% |
| 2 years | −7.52% | −3.93% | −3.59% |
| 3 years | +6.70% | +9.20% | −2.50% |
| 4 years | +10.21% | +11.22% | −1.01% |
| 5 years | +8.22% | +8.91% | −0.69% |
| Since inception | +12.62% | +12.28% | +0.34% |
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 equity95.88%₹428 Cr
- Cash and other4.08%₹18.21 Cr
- Mutual funds0.04%₹0.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.20 Cr
- Outflow, Sep 2026
- ₹13.40 Cr
- Net, Sep 2026
- −₹13.20 Cr
- Net, FY to date
- −₹90.20 Cr
- Turnover, month
- 0.05×
- 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 STP returned?
−2.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.34%; 3 months: −3.13%; 6 months: 8.15%; 1 year: −2.91%; 2 years: −7.52%; 3 years: 6.70%; 4 years: 10.21%; 5 years: 8.22%; Since inception: 12.62%.
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 0.58 percentage points behind.
How much does India Special Opportunities Portfolio STP manage?
₹447 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 STP?
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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