- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
Select Sector Portfolio
+9.29%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s Select Sector Portfolio returned 9.29% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹605 crore across its clients.
Key numbers
- AUM
- ₹605 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.46×
- 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 | −6.23% | −5.57% | −0.66% |
| 3 months | −5.08% | −3.59% | −1.49% |
| 6 months | +14.27% | +8.07% | +6.20% |
| 1 year | +9.29% | −2.33% | +11.62% |
| 2 years | +5.95% | −3.93% | +9.88% |
| 3 years | +19.29% | +9.20% | +10.09% |
| 4 years | +20.41% | +11.22% | +9.19% |
| 5 years | +16.42% | +8.91% | +7.51% |
| Since inception | +16.61% | +11.83% | +4.78% |
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 equity94.59%₹572 Cr
- Cash and other4.23%₹25.57 Cr
- Mutual funds1.19%₹7.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹16.48 Cr
- Outflow, Sep 2026
- ₹2.61 Cr
- Net, Sep 2026
- ₹13.87 Cr
- Net, FY to date
- ₹88.87 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.46×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Select Sector Portfolio returned?
9.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.23%; 3 months: −5.08%; 6 months: 14.27%; 1 year: 9.29%; 2 years: 5.95%; 3 years: 19.29%; 4 years: 20.41%; 5 years: 16.42%; Since inception: 16.61%.
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 11.62 percentage points ahead.
How much does Select Sector Portfolio manage?
₹605 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 Select Sector 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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